SOLUTIONS
YOUR DREAMS ARE UNIQUE

We are founded on the concept that families and wealth are complex, nuanced, and deeply unique. You deserve a team and aligned strategies that uniquely match your journeys and needs.

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.

Family and Individual Fee-Based Financial Planning

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 expertise and knowing you’ll be treated like family.

No two individuals or families are identical. Clients come to us at different stages of life, with different objectives in mind, and our customized approach enables us to meet each need at the proper time and in the proper measure. Our many relationships spanning generations reflect our high level of client satisfaction, which speaks directly to the experience you can expect when you work with us.

As you move through life, you’ll make important decisions with a lasting impact. And you’ll want guidance from people you trust, who understand and take on the care and concern you have for the people close to you. We’ll help you meet the needs of the present and plan for the future. You’ll have comfort knowing Pennant Asset Management is here to help you, for generations.

You need to make financial decisions throughout your lifetime, and finding quality advice can be difficult. Utilizing a holistic approach that provides personalized knowledge across all aspects of your financial plan creates a fully collaborative approach addressing potential blind spots.

Your dreams and objectives aren’t like anyone else’s. We understand that you are an individual with your own goals and priorities, and that understanding informs everything we do on your behalf. Our services are comprehensive and tailored to your life and your goals. Whether you are planning for the arrival of your first child or your last day of work, we can lay out a path that leads to success.

Creating customized financial strategies for the challenges that today’s families face. Working to coordinate all of your hard earned assets so they work in harmony—and toward your financial planning goals is imperative for family financial wellness. It’s daunting to have to find specialists in all of the different disciplines. Pennant provides the convenience of working with a single team to achieve a truly comprehensive plan specific to you and your families needs.

ESTATE PLANNING STRATEGIES
529 PLANS / EDUCATION SAVINGS PLANNING
LONG TERM CARE PLANNING
INSURANCE PLANNING
SPECIAL NEEDS PLANNING

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

Investment and Asset Management

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.

Your portfolio will reflect our team’s understanding of your needs in the context of your stage in life. We strive to achieve the appropriate returns for you through a range of innovative and unique investment strategies. Our goal is to work with each of our clients to understand their life goals and develop a personalized wealth strategy for not only today, but in the years to come.

BROKERAGE ACCOUNTS
INDIVIDUAL RETIREMENT ACCOUNTS
401(K) ROLLOVER OPPORTUNITIES
RETIREMENT SOLUTIONS
INCOME STRATEGIES

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Our focus is simple: what is right for you

Business Exit Strategies

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.
The two key determinants of business transition success is leaving enough time to plan, and having an adequate plan in place.

The best strategy is to plan long before the target date of a sale. If you’re planning on selling to a third party buyer, at least three to five years usually allows for enough time to prepare the business for sale and allow for a series of negotiations. If you’re selling to an employee or passing along to your family, it also allows for time for training and any transition process that needs to occur.

Whether you’re contemplating transferring your business interest to family members, liquidating assets, or selling your share to current management or an outside party, we’ll make sure that everything is in place when that day comes.

How you transition your business depends a lot on your situation. Where do you want to be in three, five, or ten years? Do you want to remain involved with your company? Maybe you’re ready to redirect your entrepreneurial energies toward philanthropy or just enjoying a well-earned retirement. In the words of that great financial sage, Yogi Berra, “If you don’t know where you’re going, you may not get there.”

You’ll also need to consider your employees, key customers, and suppliers. If you have been integrally involved in your business and the relationships you have formed with the stakeholders are the foundation of your business, it is important to appropriately present and time the communication of your planned transition. We’ll be with you every step of the way.

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SUCCESSION PLANNING
BUSINESS PLANNING
RETIREMENT PLAN SPONSORS
QUALIFIED RETIREMENT PLANS
CORPORATE PENSION FUNDS

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