Services | Penny Lane Wealth Management - Experts
top of page
jonathan-hsu-PQZHHkXN18Y-unsplash.jpg

Your Goals, Our Expertise.

Plan For The Road Ahead

Retirement and Investment Planning for Real Life

OUR SERVICES

WHY WORK WITH US

Your Plan for the Road Ahead

Will Awareness Seminar at the Urban Elk Restaurant.jpg

FREE SEMINARS

Attend To One Of Our Events

As part of our services, we offer free Estate Planning 101 seminars Enhanced by the Association of Financial Consultants, where you'll learn the importance of having a Will and Trust and keeping them up to date. While our next session isn’t scheduled yet, you can sign up early to reserve your seat, and we’ll reach out to confirm the date.

Sign up for our FREE upcoming Estate Planning 101 Seminar •

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

Tell us where you are today.
We'll help you think through what's next.

Address

Penny Lane Wealth Managment

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

Contact

253-327-1177

Office Hours

Mon-Fri 9:00 am – 5:00 pm

Company Disclosure

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

  • Facebook
  • Instagram
bottom of page