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What We Do

Your Foundation for Financial Trust

Pantheon Wealth Planning incorporates a two-fold approach when working with our clients. The heart of what we practice is not only wealth management, but also relationship management.

We establish partnerships with our clients that go beyond the basics. We ensure you feel comfortable confiding in us each step of the way. With your best interests at stake, we execute your financial plan with a level of attention to detail, diligence, and devotion you will not find with other firms.

We accomplish this by helping you incorporate tax-sensitive portfolio management and retirement distribution strategies into a comprehensive plan that speaks directly to you.

At a time when many firms are turning to robo-advisors to allocate funds and automate investments, Pantheon Wealth Planning embraces the human side of money.

Determining how to manage your money is about much more than crunching numbers on a piece of paper. You are entitled to independent advice from a professional who operates on an independent channel, with your best interests at heart. In short, you deserve someone who sees you as a person, not as a monetary figure. Because your financial future isn’t just about applying algorithms, and it shouldn’t be.

Your financial future is about identifying your story and your dreams. By truly getting to know you, our team can tailor a plan specifically designed around your needs and still leverage the latest technology.

Whether you are a pre-retiree, a high-tech executive who needs to uncover tax-efficient investment strategies, or a small business owner who wants to learn about retirement plans which lead to large deductions—Pantheon Wealth Planning invites you to learn more about how we can collaborate.