At Pro Wealth Management, a division of Branning Wealth Management, we seek to alleviate the financial stress of long term planning for young professionals and help you reach your goals both during your active professional career as well as into retirement.
Pro Wealth Advisor Kelly Jennings says it best:
"As a former professional athlete myself, I understand the questions you have and the decisions you have to make. I also realize that you have many options when it comes to choosing a financial advisor. Not everyone, however, will truly be able to understand your unique situation or your goals, and how they relate to your professional career and leaving a legacy. I have been there myself, and now I want to help you as you navigate this exciting time."
EXPERIENCE YOU CAN TRUST
With our financial knowledge and experience with young professionals and in the athletic realms, we offer you not only financial guidance and advice, but also the support and accountability you need to stay on track. We also make it our mission to educate you throughout the process and share key elements that will help ease the life-changing financial decisions you have to make.
WE FOCUS ON YOUR GOALS SO THAT YOU CAN FOCUS ON YOUR PROFESSION.
We offer independent, objective, and client-specific wealth solutions with a focus on advising young professionals. Our goal is to give you a clear picture of the best/worst case scenarios and not just focus on the biggest return.
We only seek to act in the best interest of our clients. We will disclose any conflicts of interest should they arise.
We believe in being 100% transparent when it comes to fees. We fully disclose all fees upfront– transaction costs charged by the custodian, fees to the advisor, and fund level costs. There are no hidden fees.
We make investment decisions based on your best interests and not based on our internal sales goals. We look to find our clients the best investment for the lowest cost that fits within their plan.