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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Doing Right by Your Future Self

We’re firm believers that hard work pays off — especially when it comes to your finances.

Making the right financial decisions today — from investments to retirement to legacy planning —can profoundly impact what you can achieve in the future. When it comes to providing trusted financial guidance and helping you realize your dreams, Pennington Wealth Management holds itself to a high standard.

You work hard to create the future you want; we work hard to help you achieve it. You can trust we will always keep your best interests at heart.

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Events

Market & Economic Update

How are recent market events impacting your finances? Join our monthly call and we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. Please extend this invitation to coworkers, friends and family who may find it useful.

Join us at the museum

We'd love you to join us for a tour of the museum.

March Mix & Mingle

We invite you to an exciting evening with the Pennington Wealth Management Team at our March Mix & Mingle! This event is a fantastic opportunity to connect with us and introduce your friends, family, and coworkers who may benefit from our financial advisory services. We are eager to meet new faces and expand our community!

This month join us for our Rodeo Ready Roundup at the Rustic! We'll have light bites, drinks, and even a boot shine station! Stop by before you head to the Rodeo, or stay a while and hang out with us!

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Honored to be recognized in Forbes

All of us at Pennington Wealth Management are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.