Financial Advisors
Silverdale, WA
Kevin J. Pentz CFP and Wealthmark Advisors is an independent financial advisory firm serving the Kitsap County area with comprehensive wealth management and financial planning services. Led by a CFP® professional, the firm works with individuals and families to develop personalized investment strategies, retirement planning, and long-term financial goals. They focus on building lasting client relationships through knowledgeable, fiduciary-based advice.
Ideal for: Individuals and families seeking independent financial planning, pre-retirees and retirees planning for income security, business owners managing personal wealth
Service area: Silverdale, WA and surrounding Kitsap County
CFP® Certification: Led by a CERTIFIED FINANCIAL PLANNER™ professional, ensuring clients receive advice from a credentialed expert in financial planning and wealth management.
Independent Advisory Firm: As an independent firm, Wealthmark Advisors operates without the constraints of large corporate financial institutions, allowing for tailored advice focused on client interests.
Comprehensive Planning: Offers integrated financial planning services including investment management, retirement strategies, and goal-based wealth building for families and individuals.
Address: 2819 NW Kitsap Pl STE 201, Silverdale, WA 98383
Phone: (360) 516-2400
Website: wealthmarkgroup.com
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