Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Pontlitz Asset Advisors, an independent wealth management firm headquartered in New Port Richey, Florida is dedicated to providing big-firm caliber advice with a small firm, home town, knows-you-by-your-first-name level of service.
By being partnered with and providing investment advice through LPL Financial, the nation's largest independent brokerage firm and the nation's fourth largest brokerage firm overall by advisors* , we have access to the same (and possibly better) products, research, and services as any other major Wall Street firm.
However, we do not have proprietary products. We do not have quotas. We do not have ulterior motives. It is because of this you can rest assured we will always provide the recommendations and education you should always expect from your trusted advisor.
Let Pontlitz Asset Advisors be that trusted advisor.
* As reported by Financial Planning Magazine 1996-2018
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
Becoming a client with us is easy as it is rewarding.
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We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or manage your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.