Wealth Management
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation.
Where Can We Assist You?
At PenAir Wealth management, we take a customized approach to helping you plan and grow your assets, no matter your phase of life. We listen to your needs and work with you to choose the investment tools that make sense for your short and long-term goals.
Our team can help you understand your options, talk you through decisions, and provide key insight into making smart investment and insurance choices.
Estate
Manage personal affairs while you’re alive and control the distribution of wealth upon your death.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Money
Managing your money involves more than simply making and following a budget.
Retirement
Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
Free, Helpful Tools At Your Fingertips
Glossary
Explore more than 200 entries that explain various financial concepts, ideas, and strategies.
Tax Resources
Access the resources you may need to prepare for the upcoming tax season.
Calculators
Browse our collection of calculators if you have a question or concern about your personal finances.
How Much Do You Know About Investing?
Challenge yourself with our brief quiz.
Your future begins with a plan built around your dreams.
Questions?
Disclosures
PenAir Wealth Management is located at 1289 Airport Blvd., Pensacola, FL 32504. Call 850-505-3200 for more information.
PenAir Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products offered through Registered Representatives of Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Cetera is under separate ownership from any other named entity.
Investment products are:
| Not NCUSIF Insured | No Financial Institution Guarantee | May Lose Value | |||
| Not a Deposit | Not Insured by any Federal Government Agency | ||||
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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