Kevin J. Pentz CFP and Wealthmark Advisors
(49 Reviews)
The Investment Advisor Representatives (IARs) use the trade name/DBA, Wealthmark Advisors. All securities and advisory services are offered through Commonwealth Financial Network®, Member
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Highlights
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Transparent Fees & Pricing
Rates, surcharges and fees are advertised on Wealthmarkgroup.com
In Business Since 2021
Sentiment Analysis
If you’re looking for a trustworthy and skilled financial advisor, I highly recommend Brennan Mayfield with Wealthmark Advisors.
He looks for the best opportunities for his clients.
Truly dedicated to his client's success, Kevin combines industry expertise with a personalized approach to wealth management.
Kevin is the BEST!
Exact group of people that I want helping to manage my money
As someone who wants to start my own business, they have made sure that we have a financially secure foundation, and have helped us plan and prepare for several different scenarios - all which leave us in a financially stable spot.
The quality of education and financial planning is tailored to your own unique situation and very comprehensive.
An absolute amazing experience with such a professional and dedicated team.
They are very knowledge, will work with your schedule and take the time to make sure you really understand what’s going on with your finances and help you reach your goals
Kevin and Garrett were extremely thorough and created multiple scenarios depicting what our long term financial future could look like based on our current status and decisions we make going forward.
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