Thursday, May 16, 2024

The 561 Face of Wealth Solutions

Brittany Wright, LPL Financial Advisor 
Pence Financial Group 

Brittany Wright is a financial advisor with Pence Financial Group, a prestigious wealth management firm supported by LPL Financial, the largest independent broker-dealer in the nation.* She is deeply attuned to her clients’ goals and values and becomes completely immersed in her clients’ world, thoroughly getting to know each of them and their goals. 

“We strive to deliver comprehensive strategies our clients are interested in. Bringing together resources from across the firm, paired with our ability to invest using a disciplined approach, is what makes us who we are,” says Brittany. 

Brittany and her team of industry specialists collaborate and curate solutions for every aspect of a client’s total wealth. “We are invested in you. It’s not just one advisor, it’s an entire task force. We customize strategies and highlight things that may blindside clients later,” she explains. 

Brittany understands the importance of planning for the unexpected, after losing her mother. “My mother was in a tragic accident that took her life, and she didn’t have her estate in order. My experience with settling her estate has been so dreadful—I don’t want my clients to experience that.” Brittany is passionate about helping others through major life transitions and strives to protect her clients from similar hardships. 

Brittany’s team has the experience to help you navigate the financial complexity and stress of life’s challenges, including death of a spouse, divorce, blended families, retirement, sale of a business, and long-term-care needs. “We strive to build more than your wealth. We seek solutions for you.” 

PENCE FINANCIAL GROUP 
561-680-2636 
pence.financial/bocaraton 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 
*As reported by Financial Planning magazine, 1996-2022, based on total revenue. 

This sponsored content is from the November/December 2023 issue of Boca magazineFor more from this year’s 561 Faces special section, click here.

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