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Choosing the Right Financial Advisor is Key to Successful Wealth Management

At Penny Lane we offer a different way to manage your money. Take the time to find out more.

Plan For The
Road Ahead

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: 
Evaluation 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.

Individual Goal Planning

By helping you set your financial goals, you will more likely reach them. We are readily available to help and guide you in your financial journey. Our goal goal-planning sessions include income analysis, risk tolerance, lifestyle, and more.

Company 401 (K) 

We offer customized company 401(k) solutions designed to fit your business needs, ensuring compliance, ease of management, and a plan that works for both you and your team. A well-structured plan helps attract and retain talent while offering employees higher contribution limits and long-term financial security. Plus, your business benefits from valuable tax advantages. 

Wills and Trusts Service: Estate Planning 101

We help you protect your legacy with a well-crafted will and trust. Our team will guide you through the process, ensuring your wishes are clearly outlined and honored for years to come. Whether you're just starting or updating your existing plan, we're here to provide peace of mind that your assets and loved ones will be taken care of according to your wishes.

Investment Education

There is a lot of information out there about the market, investments, projections, up-turns and down-turns that decided what and where to invest can be daunting. We provide practical and individual advice and real talk to help give you direction

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.​

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We strive to make working with us a pleasant, supportive experience.

​Having a partner with you, helping and guiding you through investing, buying a home, getting married, retiring  or what to do when a loved one passes away, can mean so much.

 Give us a call to find out more.

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Why work with a
Financial Advisor?

You work hard for your money and want to manage it wisely. A financial consultant can help you stay on track with your goals—short-term, long-term, and the unexpected. With ongoing support and secure online access, you can monitor progress and get guidance when needed.

Dollar Bills

Color Money Risk of Analysis

To arrive at your Color of Money score, just click learn more and answer 11 questions. It's simple and will give us and you an idea of where your investments should be.

Financial Report

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.

Stock Data

Portfolio Analysis Review

A Portfolio Analysis Review (PAR) may help ensure your long-term investment goals remain on target. The ultimate goal of PAR is to bring your investments in line with both your risk tolerance and your ever-evolving goals. 

We prioritize your priorities. Our dedicated team is committed to guiding you toward financial success.

Together with your advisor, we'll thoroughly assess your financial landscape to ensure everything aligns seamlessly. Your advisor will then collaborate with you to address essential requirements, explore tax-efficient strategies, and bridge any potential gaps that could impede your desired lifestyle.​​​​​

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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​

Home: Contact

Ready to take the next step?

Schedule a free consultation with us today.

ADDRESS

1804 W Union Ave, Suite 202, Tacoma, WA 98405

PHONE

253-327-1177

EMAIL

OFFICE HOURS

Monday to Friday

9:00 AM - 5:00 PM

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Thanks for reaching out!

We'll be in touch with you

as soon as possible

In response to this online inquiry you make, you will be contacted by an authorized representative of our company at the phone number/email you have provided.

 

You can also visit us; we'd love to meet you.

Penny Lane Wealth Managment

Penny Lane Wealth Management, LLC is a Registered Investment Advisor in the state of Washington. The Advisor may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in security or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Investment advisory services are offered by Penny Lane Wealth Management, LLC, a registered Investment Advisor in the state of Washington, CRD #318918. Insurance products are offered through Penny Lane Financial LLC, an affiliated company. NPN #17702278

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