Pence Wealth Management

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Gain access to daily news blogs, Facebook & Twitter post, financial calculator, set up an appointment, make a one touch call, management your investments, and receive notifications to our upcoming events!

Pence Wealth Management is one of Southern Californias most prominent financial services firms and the pioneer of choke-point investing. Imagine being able to predict what millions of people will do under different economic and political circumstances so you can adjust your investment strategy accordingly. With more than 30 years of experience, our team has built an investment philosophy based on how human behavior translates to economic activity. Our team of financial professionals holds many distinguished professional designations, including Certified Financial Planner, Ph.D., Certified Financial Analyst, Accredited Investment Fiduciary and Certified Portfolio Manager.

The Pence Wealth Management Principles
\tPrinciples are non-negotiable
\tThey dont care what you know until they know you care
\tIf you fail to plan, you plan to fail
\tHuman behavior drives consumption
\tCash flow trumps volatility

The Pence Wealth Management Process:
\tLook for big, knowable themes
\tIdentify choke points
\tTarget best-of-class
\tCapture cash flow
\tSeek to manage risk
\tFocus on the personal index

We build our clients portfolios so they can be confident in the cash generated vs. worrying about the daily balance. Our goal is to make a difference in our clients lives by executing focused financial plans that inspire comfort with respect to their income and confidence with respect to their wealth.

Office Locations
Pence Wealth Management
5000 Birch Street, Suite 8000
Newport Beach, CA 92660

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