Pedey Investment Management Group provides comprehensive financial planning services for clients in all stages of their financial journey.
We specialize in bringing our decades of expertise to your unique situation and goals, developing and implementing a dynamic plan to help you live the life you want.
About Pedey Investment Management Group
Pedey Investment Management Group is here to help you grow your strong financial foundation. Our wealth management firm works hard to support our clients with clear advice and proactive strategies. Our aim is to offer the highest levels of transparency, integrity, and client service in all that we do. As a team, we prioritize building lasting relationships of mutual trust.
Our mission is your peace of mind. We help our clients navigate personal finance with clarity and confidence.
We offer elevated financial planning services to help you handle life's challenges with a resilient financial foundation.
What We Do
We offer full financial planning and advisory services, customized to support our clients' unique financial situations, lifestyles, and goals. Pedey Investment Management Group implements financial strategies that encompass the main financial phases of life: building wealth, protecting assets, distributing accumulated assets, and transferring wealth through estate planning and philanthropy.
Pedey Investment Management Group does more than simply manage portfolios — our comprehensive approach includes savings, budgeting, insurance, and tax awareness, as well as retirement, investment, and education planning services. We also collaborate closely with other members of your personal financial team to ensure tax strategies and estate plans are executed flawlessly. Our team of professional associates provides ongoing support, communication, and guidance to our clients, re-evaluating your current situation and future goals as they influence your personalized financial plan.
“This time, like all times, is a very good one, if we but know what to do with it.”
— Ralph Waldo Emerson.