Our Name
We are excited to share with you our new name:
Penn Mutual Wealth Strategies
You may be wondering how this name evolved. As an organization, it symbolizes a few things. It represents our commitment to our clients with the added support of our preferred partner and national brand, Penn Mutual. We’ve taken the opportunity to leverage an established, trusted name who we are proud to be a part of.
Our mission is to empower you with strategies designed to simplify and navigate life’s financial journey. Penn Mutual’ s consistent high independent ratings and thoughtful, prudent and rigorous investment strategies support our ongoing commitment and loyalty to policyholders, now and in the future.
Penn Mutual Wealth Strategies encompasses the strength and backing of the Penn Mutual name but also conveys our ability to provide a diverse number of solutions to you in order to help achieve your financial goals. Our organization is the place that prepares you for all life’s possibilities by providing protection, savings and growth.
Thank you to everyone who celebrated with us at our open house on January 8th, 2020. We appreciate all of the support that we've received from the city of Addison, local businesses, chambers and organizations. Our team is ready to make 2020 a stellar decade!
Why Us?
Our process is unique. We take the time to understand your different and evolving needs, because we know it’s never “one size fits all”. That’s why we deliver personal care and attention and informed, relevant solutions. Our overall process consists of three steps focused on you: We meet with you to discuss your goals and help evaluate your financial situation, so we know what is important to you now and in the future. Next, we recommend a plan specifically tailored to your objectives, after we discuss your tolerance for risk, potential tax consequences, and insurance and investment options. Finally, we help you implement your plan, in collaboration with your other professional advisers.