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Effective Strategies for your ideal tomorrow

NOTE - We are meeting in our physical office, over the phone, or virtually via GoToMeeting. We have all been vaccinated and we test regularly.

Partners in your Financial Future

At Pendleton Financial Wealth Management, your goals and objectives come first. We work alongside you as a retiree, pre-retiree, retirement plan, or business owner to help realize your goals and objectives by identifying what is most important to you. We then design smart, long-term and diversified investment strategies built within a comprehensive financial planning process. We are always looking for the most cost-efficient, high-value ways to manage your money. 

We are fiduciaries, meaning we have to put the interests of our clients above our own interests. If there is a conflict of interest, we will clearly explain this conflict and ensure you are okay with it before proceeding. We have acted consistently as fiduciaries since well before it was mandated by the regulatory authorities. It is deeply a part of who we are. We are here to help others by serving them with their financial needs. We do this by earning our income through our straightforward cost structure of primarily fee-based asset management. It is the best way to align our interest with our clients. For us to do better when you do better. 

We look forward to working with you and your family through the generations. From our family to yours. We are here to help. 

Who We Are

We Are Fiduciaries

We Are Fiduciaries

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Our Process

Our Process

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Our Values

Our Values

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Asset Protection

Asset Protection

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Straightforward Costs

Straightforward Costs

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Who We Serve

Retirees & Pre-Retirees

Retirees & Pre-Retirees

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Retirement Plans

Retirement Plans

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Business Owners

Business Owners

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Helpful Videos & Resources

Our Videos & Newsletters

Our Videos & Newsletters

This is where we post our videos featuring our team members, as well as the consistent newsletters we mail.

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Investments

Tax Strategies

Retirement

Goals & Lifestyle

Estate Planning

Protection & Insurance

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