Retirement Planning
Guidance for saving, preparing, and creating retirement income plans.
Penney Wise Wealth Advisors
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About Penney Wise Wealth Advisors
In Oklahoma City, Penney Wise Wealth Advisors is an independent financial advisory firm focused on investing and retirement. It offers retirement and financial planning, investment management, insurance, estate planning, tax and gifting strategies, executive compensation plans, and real estate investments. Services begin with an assessment of individual financial goals, followed by recommendations on financial products and assistance with implementation. The firm also provides ongoing portfolio management and market updates as circumstances change. Investment options include stocks, mutual funds, certificates of deposit, money market products, fixed and variable annuities, and other equity and fixed income products. Retirement guidance covers savings goals, strategies for building wealth, and income planning for people preparing to retire.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Management
Portfolio support and investment options aligned with financial goals.
Financial Planning
Recommendations begin with an assessment of individual goals.
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