Welcome to Addison, Penn Mutual Wealth Strategies! Formerly known as Armor Wealth Management, Penn Mutual Wealth Strategies recently relocated and changed its name. They are now located at 15851 Dallas Parkway, Suite 100, in Addison.
Metrocrest Chamber hosted a special ribbon-cutting ceremony in January to welcome them to town. Addison Mayor Joe Chow and Council Member Ivan Hughes joined Penn Mutual Wealth Strategies President Nancy Dinh and her team at the ribbon-cutting ceremony.
Penn Mutual Wealth Strategies is dedicated to the highest ethical standards. The advisers here take pride in empowering their clients with strategies designed to simplify and navigate life’s financial journey. The company offers strategic planning, wealth management services and financial products that are custom tailored to their clients’ specific needs.
According to their website, “Our process is unique. We take the time to understand your different and evolving needs, because we know it’s never ‘one size fits all.’ That’s why we deliver personal care and attention and informed, relevant solutions.”
Their process consists of three steps: meeting with clients to discuss goals and evaluate your financial situation; recommending a plan specifically tailored to your objectives after discussing your tolerance for risk, potential tax consequences, and insurance and investment options; and helping you implement your plan in collaboration with your other professional advisers.
Penn Mutual Wealth Strategies changed its name to represent its commitment to clients with the added support of their preferred partner and national brand, Penn Mutual. “We’ve taken the opportunity to leverage an established, trusted name who we are proud to be a part of,” stated its website. The company encompasses the strength and backing of the Penn Mutual name, but also conveys their ability to provide a diverse number of solutions to you in order to help you achieve your financial goals.
Congratulations on your move!