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Pence Wealth Management is one of Southern California’s 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
•Principles are non-negotiable
•They don’t care what you know until they know you care
•If you fail to plan, you plan to fail
•Human behavior drives consumption
•Cash flow trumps volatility
The Pence Wealth Management Process:
•Look for big, knowable themes
•Identify choke points
•Target “best-of-class”
•Capture cash flow
•Seek to manage risk
•Focus 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