Kevin J. Pentz CFP and Wealthmark Advisors

Feb 2024

After working with Kevin & his team we are much more confident about our financial future. The quality of education and financial planning is tailored to your own unique situation and very comprehensive. They are so knowledgable and great at what they do taking the stress out of finances. Highly recommend.

Feb 2024

Talking about money and planning for retirement is not something I previously thought would be enjoyable,... but then we started working with Kevin and his team at Wealthmark. Not only are they extremely organized, their customer service is on point, and they make financial planning something I've come to look forward to.Kevin and his team have spent time with my husband and I to help us plan for our future. As someone who wants to start my own business, they have made sure that we have a financially secure foundation, and have helped us plan and prepare for several different scenarios - all which leave us in a financially stable spot.I look forward to our meetings. We...read full review

Nov 2023

An absolute amazing experience with such a professional and dedicated team. Kevin and Garrett’s guidance set our family up for long term success. If there were more than five stars to give, they definitely earned that. We will be with them moving forward. Thank you, team!