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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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Honored to be recognized in Forbes

We’ve got some exciting news to share: Pennington Wealth Management has been named to the 2025 Forbes Top Wealth Management Teams: High Net Worth list. All of us at Pennington Wealth Management couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.