The Pantheon Purpose

Pantheon Wealth Planning stands by your side through all of life’s events. Pantheon’s purpose is to provide you the knowledge and progressive strategies you need to make informed decisions about your financial future. Through education, open communication, and proactive planning, our approach delivers exceptional, strategic wealth management with a human touch.

Our ideal client relationship is to work closely with you, precisely identify your goals, and help you create a plan to work toward them.

Pantheon Wealth Planning’s Team: 

  1. learns about your family, personal life, goals, aspirations, and expectations
  2. understands your financial life, identify potential issues, and discuss your options
  3. gives an honest assessment of your goals and decisions, even if it creates discomfort
  4. coordinates our work with your accountant, attorney, and other advisors
  5. maintains straightforward and transparent costs for our services 
  6. provides continual education along your journey with our firm
  7. protects your privacy and keep your information confidential

Our Strategy Work with People Who:

  1. are financial delegators
  2. have an open mind and a willingness to brainstorm with us in a creative dialog
  3. possess the ability to shift your behavior to fulfill your goals
  4. recognize that financial planning—like life—is not an exact science
  5. are willing to trust our intentions and the knowledge we present
  6. are motivated to accept our advice as appropriate for your circumstances
  7. have an understanding that strategies are analyzed and modified when necessary (i.e., should your goals or current situation change, etc.)

Pantheon’s Pillars

Pantheon’s purpose is defined by distinctive pillars that present a solid foundation of sensible planning and prudent asset management, along with innovative wealth creation strategies.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

SENSIBLE

Competent and confident, our team employs a wealth of knowledge and resources in our financial planning. 

We keep an open mind to determine what makes the most sense for you. The result is a practical plan delivered with the transparency you need to make it work.

PRUDENT

We are smart with your money. Our planning is mindful of your current situation and designed to implement the evolution of your future aspirations. 

INNOVATIVE

A spirit of creativity drives our ability to develop advanced strategies and multiple solutions so you can choose the best path for you and your family.