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.
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.
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