How We Help You

Holistic Financial Planning

At Pennell Wealth, we believe in Holistic financial planning, designed to integrate all aspects of your life.  We take the time to learn about your entire financial life and how the pieces fit together and work towards achieving your financial goals.  Financial Life goals can include buying a home, saving for your child's education, planning for retirement, or leaving a legacy. We listen and work closely with you to align your actions so that your goals can become a reality.

Family and Estate Planning

Estate planning can be a neglected part of financial planning. It's easy to delay answering uncomfortable questions such as "What happens to my assets and my loved ones when I die?" So, it's no surprise that roughly half of Americans don't have a will, and even fewer have an estate plan. Individuals put off estate planning because they think they don’t own enough, they’re not old enough, they’re busy, think they have plenty of time, they’re confused and don’t know who can help them, or they just don’t want to think it. Then, when something happens to them, their families have to pick up the pieces.

Investment Planning

Constructing an investment portfolio requires a deliberate and precise portfolio-planning process that follows five essential steps. Planning for the future requires having a clear understanding of an investor’s current situation in relation to where they want to be.

Our five step process includes:

  1. Assess your current Financial situation and goals:
  2. Establish investment objectives
  3. Determine asset allocation
  4. Select Investment options
  5. Monitor, measure and rebalance

When investing for lifelong goals, the portfolio planning process never stops. As investors move through their life stages, changes may occur, such as job changes, births, divorce, deaths or shrinking time horizons, which may require adjustments to their goals, risk-reward profiles or asset allocations. As changes occur, or as market or economic conditions dictate, the portfolio planning process begins anew, following each of the five steps to help put in place an appropriate investment strategy.

No strategy can ensure success or protect against loss.