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Comprehensive Wealth Management Solutions Tailored to Your Needs

Your financial journey is unique—let’s make sure every step counts. Explore our services and see how we can help you turn possibilities into plans.

Your future. Our guidance. Let’s plan for what’s next.

What to expect when partnering with 

Penny Lane Wealth Management?

No pressure environment

We prioritize your comfort and decision-making process, ensuring you feel at ease without any pressure.

Professionalism

Our team is dedicated to providing expert guidance with integrity and respect, ensuring a high standard of service

Empowerment through information

We equip you with the knowledge necessary to make informed decisions, so you feel confident in your financial choices.

Transparency

We believe in clear communication, providing you with all the information you need without hidden fees or surprises.

Let's Work Together!

Along with the services of Penny Lane Wealth Management we work in

tandem with our partner company Penny Lane Financial.

Visit them here to find out more.

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 •

Book your free consultation today and take the first step toward a confident financial future.

Address

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

Contact

253-327-1177

Office Hours

Mon - Fri

9:00 am – 5:00 pm

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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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