Our Services
Be empowered to grow your money, save your money and use your money.
Financial firms will often tell you to stay the course or not to worry about the market. We understand that is not always reasonable and that you want action taken when necessary. Our advisors really do listen to you and will partner with you to create a plan and strategy that works for you .
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Retirement Planning: Evalution and Consulting
Many people don't think about retirement other than how much money they have saved. Realistically, retirement planning not only how much money you have saved, but the status of your investments, your overall wealth, plans for retirement and more. This is a personal and in-depth analysis to determine the best road to take.
We’re Here to Guide You Through Life’s Biggest Financial Moments
At Penny Lane Wealth Management, we strive to make every step of your financial journey supportive and stress-free. Whether you're investing for the future, planning a wedding, buying a home, preparing for retirement, or navigating the loss of a loved one — having a dedicated financial advisor by your side in Tacoma can make all the difference.
Give us a call to find out more.
About Us
We are a Registered Investment Advisory here in Washington state. Our goal is to not only provide investments strategies and advice, but to look at your whole financial picture.
We do this in concert with our partner company, Penny Lane Financial.
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With the expertise and advice of Penny Lane's specialists you will get a full picture of how all of your financial decisions work together. This is a tremendous help when planning for everyday living as well as major life events.​
Why work with a
Financial Advisor in Tacoma or Pierce County?
​You work hard for your money and want to manage it wisely. A fiduciary and financial advisor in Tacoma or Pierce County can help you manage your finances with confidence, stay focused on your goals, and prepare for the unexpected. We’re local here in Tacoma, Pierce County, so whether you're planning for retirement, saving for a home, or building long-term wealth, our personalized guidance and secure online tools help you stay on track every step of the way.
What is RIA?
Registered Investment Advisors (RIAs) provide comprehensive, long-term financial advice. They charge fees based on assets managed, aligning their compensation with your goals, and they act as fiduciaries, always putting your best interests first while transparently disclosing any conflicts of interest.
Personalized Wealth Management in Tacoma, Pierce County and all of Washington State
Through tailored financial guidance, your advisor will assist you in ranking current priorities while setting the stage for a financially secure future. With Penny Lane Wealth Management, you gain access to a wide spectrum of advice, ranging from personalized investment insights and asset allocation strategies to comprehensive financial planning covering every facet of your financial journey. What's more, your financial advisor can grant you access to an extensive array of solutions tailored to your unique needs, including investment options, insurance, annuities, and more​
You can also visit us; we'd love to meet you.