Congratulations Poling Wealth on your Grand Opening in Beckley WV
Thank you to the Poling family for investing in our community and inviting us to be a part of your Poling Wealth Grand Opening celebration. We appreciate the hospitality and learning about all of the financial planning services that your offer. We know you will serve the financial needs of our area well.
Watch the Grand Opening Ribbon Cutting Ceremony video here:https://fb.watch/bVYh02u6Jq/
We encourage everyone to visit Poling Wealth at 330 Harper Park Drive, Suite C, Beckley WV (at Harper Park Dr / Dye Dr intersection next door to Greenbrier Technologies) or visit online at www.polingwealth.com or on facebook at www.facebook.com/PolingWealth
What is financial planning?
We are dedicated to providing portfolio management and retirement services that meet your individual needs and allow you to accomplish your unique financial goals.
Our approach begins with a clear understanding of a client’s risk preference.
While most advisors use qualitative words like “conservative” or “aggressive” when discussing risk, we believe in quantitatively measuring a client’s risk preferences, allowing us to facilitate more insightful conversations and ensure alignment between client expectations and advisor recommendations.
We take this data-driven approach into all that we do, from initial portfolio construction to building a custom-tailored retirement plan. At Poling Wealth, we don’t believe in hunches; we use data to drive our decision-making while adding a personal touch that is always a call or email away.
330 Harper Park Drive, Suite C
Beckley WV 25801
Live for today. Invest for tomorrow.