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Susan E. Penney / Penney Wise Wealth Advisor
Penney Wise Wealth Advisors is an independent investment management firm based in Oklahoma City, Oklahoma. They specialize in providing comprehensive financial planning and investment management services tailored to retirees, executives, professionals, and business owners. Their offerings include retirement and estate planning, insurance, tax strategies, executive compensation plans, gifting strategies, and real estate investments. As an independent firm, they have access to a wide range of unbiased financial strategies to help ensure that clients’ wealth is strategically managed in line with their financial goals.
10900 Hefner Pointe Drive, Suite #302, Oklahoma City, OK 73120