Polley Wealth Management LLC

Polley Wealth Management LLC provides investment advisory and financial planning primarily to individual clients and also works with employer clients that may offer PWM’s planning services to their employees. Its services include discretionary and non‑discretionary portfolio management, financial planning and consulting, access to alternative investments (real estate, private equity, venture funds, hedge funds), crypto solutions, and digital wealth management through platforms such as Betterment.

The firm tailors advice to each client’s objectives and risk tolerance, using both in‑house Investment Advisory Representatives and third‑party sub‑advisers accessed through Orion Portfolio Solutions for discretionary management; its stated methods include asset allocation, dollar‑cost averaging and both long‑ and short‑term strategies as appropriate. PWM also offers a subscription‑style retainer membership service with tiered service levels and a virtual “POLLEY FAMILY OFFICE,” which includes a knowledge/education program and regular planning meetings for ongoing financial guidance.

Notable features that set PWM apart from many peers are its monthly retainer/membership model for ongoing planning and the firm’s recently introduced option to contract with employers to provide employee financial planning. PWM’s business model also includes insurance‑related activities (advisors may be licensed insurance agents and the firm works with Flourish Annuities/Flourish Insurance Agency), a team‑based revenue sharing arrangement with accounting professionals, and availability of held‑away plan management (Pontera) and specialized alternative and crypto custody relationships (NextGen Trust, L1, Gemini, Eaglebrook).