WEALTH PLANNING
A Holistic Approach to Proactive Financial Planning and Advice
The Four Pillars of Personal Finance
- Protect – Protect your family, lifestyle, and property.
- Live – Ensure a predictable source of income in the present.
- Grow – Grow your assets to ensure provision for the future.
- Give – Give to the people and causes that are important to you.
You have a story and it is our responsibility to discover that story and build a plan around that story. Our advisors are like the financial director guiding you through the movie of your life.
Directors need to know where you want to go, the settings that the next scenes will play out in, who the supporting cast is, and ultimately, how you want this story to end. Money is tied to this story, whether it be the story of the past, the present or the future.
Life-Focused Wealth Planning is the foundation of what we do at Polley Wealth Management. Throughout life we pass through many transitions and life stages. Getting started in your career, starting a family, established in your career and starting to think about retirement planning or in retirement? Financial planning is important and the earlier you start, the better.
We realize that every life stage brings different priorities and challenges. Our advisors are more than just "money experts". We listen to you and learn about your values, current circumstances, and goals. By fusing together both the financial and emotional aspects of your life, we are better equipped help you.
We help you through every stage of life because we make you our focus.
Finding the right mix of happiness, meaning and psychological richness is an ongoing process. You might find that the emphasis you place on each shifts as you progress through various transitions in life.
Unbiased and Life-Focused Advice
Most traditional firms only get paid when you move your investments to their firm, which results in a conflict of interest. We believe the best way to deliver unbiased advice is to charge separate fees – one for financial advice and wealth planning, and one for investment management.
Let’s discuss how our innovative financial advice and wealth planning membership program, called Life-Focused Wealth Planning at Polley Wealth Management can help you align your assets to these important goals every step of the way.
Memberships
Bronze
Bronze
Bronze
- Annual Diagnostic/Planning Meeting
- Access to our Virtual Family Office
- Meetings with Virtual Family Office Specialists
Monthly Retainer - $250+
Annual Cost - $3,000+
Silver
Bronze
Bronze
- Annual Diagnostic/Planning Meeting
- Access to our Virtual Family Office
- Meetings with Virtual Family Office Specialists
- Semi-Annual or Quarterly Planning Meetings
Monthly Retainer - $500+
Annual Cost - $6,000+
Gold
Bronze
Gold
- Annual Diagnostic/Planning Meeting
- Access to our Virtual Family Office
- Meetings with Virtual Family Office Specialists
- As frequently as needed Planning Meetings
Monthly Retainer - Tailored
Annual Cost - Tailored
*Note: All plans are for a 12-month term. Monthly retainer fee is for wealth planning and financial advice only. Should you invest with us, Polley Wealth Management charges an investment management fee based on the total assets under management.
What is a Virtual Family Office?
A Virtual Family Office (VFO) is a modern and cost-effective approach to family office services, leveraging technology to collaborate in a virtual environment to provide comprehensive financial planning, tax planning, wealth management, business advisory and risk mitigation solutions to high-net-worth individuals and business owners without the large overhead cost of a dedicated family office.
Take the first step towards securing your financial future by contacting us today.
Let us show you how our expertise can make a profound difference in your life and help you achieve the financial success you deserve.
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Polley Wealth Management
250 N. Orange Ave., Suite 1116, Orlando, FL 32801
PH: 407.337.1085 Toll-Free: 844.337.1116
Hours
Open today | 09:00 am – 05:00 pm |
Copyright © 2025 Polley Wealth Management LLC - All Rights Reserved.
Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser and independent financial advisory firm, headquartered in Orlando, Florida.
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