10900 Hefner Pointe Dr Ste 302, Oklahoma City, OK 73120

susan@penneywisewa.com

405.418.7629

405.418.4629

Penney Wise Wealth Advisors was established in late 2012. Susan Penney and her team, however, have over 40 years of experience in the investment industry. Frustrated with large Wire House Firms which limit investment options and strategies, Susan became an Independent Financial Advisor and established Penney Wise Wealth Advisors.

What does independent mean for you? As an independent firm, we are able to offer an array of different strategies handpicked for your best interest and with your individual wealth goals in mind.

At an independent practice you can get better options available for your financial needs and our firm is not tied down to offering only a limited number of products. This means we can focus on you and not on products.

Susan Penney is also an Investment Advisor Representative (IAR). As an IAR, I am held to a fiduciary standard, acting in the clients best interest.

Assess Where You Would Like To Go

As with any journey, it begins with a single step, in the right direction. At Penney Wise Wealth Advisors, we will assess your financial goals and offer guidance based on your individual needs.

Recommendations

Once your financial goals are properly assessed, then we will review the financial products and discover the right vehicle to help you achieve your goals.

Execution

After completing the review, we will identify the products that are suitable for you based on your financial goals and assist you as you move forward with your financial decisions.

Management

We want to be your financial partner for life, so as new opportunities come up we will be sure to let you know what is happening in the financial market place.