WHAT MATTERS MOST TO YOU MATTERS MOST TO US

Change is the one thing in this world that remains constant. Pennant is dedicated to you and your family’s ever-changing and evolving needs, the expected and unexpected.

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Discover
We'll meet with you to understand your current situation, concerns and goals. Your vision for the future becomes the foundation of your custom plan.

Discover
We'll meet with you to understand your current situation, concerns and goals. Your vision for the future becomes the foundation of your custom plan.

Why Pennant?

Our focus is simple: what is right for you.

  • With your best interests in mind using art, discipline and science we will help you to define and design a plan dedicated to your life goals and financial potential. Your plan is just that, yours; and through a relationship grounded in trust and collaboration, we will help you to fulfill your dreams.
  • Whether your spouse, partner, children, relatives, friends, community, or colleagues — we’ll share the care and concern you have for the people closest to you and tailor our advice and solutions with your priorities and best interests in mind.
  • The Pennant team has the experience and focus to provide you and all clients – individuals, athletes, and families – with unique and personalized solutions that serve your goals, needs, and desires.
Learn More →
02

Propose
With a personalized roadmap, you can be confident you're on track to reach your goals no matter what curve balls life may throw.

Propose
With a personalized roadmap, you can be confident you're on track to reach your goals no matter what curve balls life may throw.

Why Pennant?

Our focus is simple: what is right for you.

  • With your best interests in mind using art, discipline and science we will help you to define and design a plan dedicated to your life goals and financial potential. Your plan is just that, yours; and through a relationship grounded in trust and collaboration, we will help you to fulfill your dreams.
  • Whether your spouse, partner, children, relatives, friends, community, or colleagues — we’ll share the care and concern you have for the people closest to you and tailor our advice and solutions with your priorities and best interests in mind.
  • The Pennant team has the expertise and focus to provide you and all clients – individuals, athletes, and families – with unique and personalized solutions that serve your goals, needs, and desires.
Learn More →
03

Implement
It's important that your family also understands the complexities of wealth. We'll help advise and educate your loved ones in an age and situationally appropriate way.

Implement
It's important that your family also understands the complexities of wealth. We'll help advise and educate your loved ones in an age and situationally appropriate way.

Why Pennant?

Our focus is simple: what is right for you.

  • With your best interests in mind using art, discipline and science we will help you to define and design a plan dedicated to your life goals and financial potential. Your plan is just that, yours; and through a relationship grounded in trust and collaboration, we will help you to fulfill your dreams.
  • Whether your spouse, partner, children, relatives, friends, community, or colleagues — we’ll share the care and concern you have for the people closest to you and tailor our advice and solutions with your priorities and best interests in mind.
  • The Pennant team has the expertise and focus to provide you and all clients – individuals, athletes, and families – with unique and personalized solutions that serve your goals, needs, and desires.
Learn More →
Pennant Asset Management - Athletes

Athletes

We specialize in serving the needs of athletes and their families from draft day into retirement and legacy.

Individuals & Families

Our personalized approach enables us to help meet each goal no matter your stage of life.

Pennant Asset Management - Business Owners

Business Owners

We’ll help you make important decisions with lasting impact regarding ownership liquidity and developing opportunities.

OUR SOLUTIONS

Financial Planning

Investment & Asset Management

Business Exit Strategies

All great relationships are built on trust. When it comes to finding a partner to help you manage your wealth or plan to build wealth, the decision is as personal as it is financial. It’s about experience and knowing you’ll be treated like family.
Building an investment plan and an optimal asset allocation strategy requires careful consideration and often, outside expertise.
We are committed to helping you with this process so you can spend more time on the activities you truly enjoy.
Each business owner spends the majority of their time determining ways to drive business growth. Strategies must be put in place in order to lock the door behind you, better than how you found it. We take into account where you currently are and where you want to be in the future to create a strategy that will be efficient and effective.

NO MATTER HOW FAR YOU GO,
PENNANT CAN SUPPORT YOUR AMBITIONS

Scott Morrison

President at Pennant Asset Management, LLC
Financial Planner with Prudential Advisors
West Palm Beach, FL
“What matters most to you matters most to us. While in depth personalized guidance is an essential part of why clients come to Pennant, it’s only part of why they stay with us. When you become a client, we get to know you and your life, and what’s truly important to you. Each recommendation we make, problem we solve, and milestone we help you achieve is grounded in our support for your continued success and well-being.”

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