Pence Wealth Management is a privately-held, independent wealth management firm based in Southern California, with offices in Newport Beach and Torrance. Founded in 1980 and ranked #13 among Forbes' Top RIA Firms in the nation, the firm has spent more than four decades helping individuals and families pursue their financial dreams through comprehensive, goal-driven financial planning.
As an independent firm affiliated with LPL Financial, Pence Wealth Management operates without the conflicts common to large institutions — allowing advisors to draw from the full spectrum of investment products and focus entirely on what is best for each client. The firm's proprietary framework, built on the Pence Principles and the Pence Process, grounds every decision in disciplined research, strategic economic analysis, and a deep understanding of each client's personal goals.
Services span investment management, tax-efficient planning, retirement strategies, and estate planning, all delivered through a team that speaks nine languages and proudly represents diverse cultures from around the world. Clients engage with their financial plans through WealthVision — a secure, personalized digital platform offering real-time portfolio access, document management, and encrypted file sharing.
Recognized by Forbes, Barron's, and SHOOK Research, Pence Wealth Management has earned its reputation as one of Southern California's premier financial services firms through an unwavering commitment to client outcomes and a servant-first culture.
