Kevin J. Pentz - Wealthmark Advisors

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Kevin J. Pentz - Wealthmark Advisors, Financial planner, 2819 NW Kitsap Place, Suite 201, Silverdale, WA.

Wealthmark Advisors | Financial Advisors & Wealth Management 11/19/2023

My youngest daughter repping the 🥰. Leave a comment with your favorite Christmas song and if it is the same one she has been singing all morning, she would like to give one to you!!! Hope this smile brightens your day!!!

Wealthmark Advisors | Financial Advisors & Wealth Management Our financial advisors develop strategies and financial planning for individuals and businesses.

Wealthmark Advisors | Financial Advisors & Wealth Management 11/01/2023

❄️❤️ Frozen Family Magic with Garrett and the Gang! ❄️👨‍👩‍👧‍👧

Elsa, Anna, Kristoff and Olaf would be jealous of this fabulous Frozen family! Garrett and his lovely wife, along with their two adorable daughters, have taken the Kingdom of Arendelle by storm this Halloween. 🏰❄️

From snowflakes to sisterly love, they've captured the enchantment perfectly. ⛄👸👧👧

Wishing this frosty family a Halloween filled with warmth, laughter, and a little bit of magic! ✨🎃❤️

Wealthmark Advisors | Financial Advisors & Wealth Management Our financial advisors develop strategies and financial planning for individuals and businesses.

10/22/2023

I love our team!

Spent a few days last week in Denver with this amazing crew! Super thankful for Wealthmark Advisors. We listened to some great speakers, took training after training, and really bonded as a team!

Wealthmark Advisors | Financial Advisors & Wealth Management 10/08/2023

So fun to support GO on the Mission tonight at their annual Gala!

Wealthmark Advisors | Financial Advisors & Wealth Management Our financial advisors develop strategies and financial planning for individuals and businesses.

Wealthmark Advisors | Financial Advisors & Wealth Management 10/04/2023

We had a great time at the Atlas Free fundraiser this weekend. Would you believe they raised over $1.025m!!!

Wealthmark Advisors | Financial Advisors & Wealth Management Our financial advisors develop strategies and financial planning for individuals and businesses.

Take Advantage of the Lifetime Estate and Gift Tax Exemption While You Still Can: Kiplinger Tax Letter 10/02/2023

The life gift and estate tax exemption is slated to shrink from $12.92 million to $5 million plus an adjustment for inflation, a move that could bear important implications for those with sizable estates to account for. Here’s what you need to know.

Take Advantage of the Lifetime Estate and Gift Tax Exemption While You Still Can: Kiplinger Tax Letter And while you’re at it, check out whether you live in a state with an estate or inheritance tax.

10/02/2023

Thunder the dog is soaking up the last days of summer.

09/30/2023

Great night for a couple of home runs and a GRAND SLAM! Go Mariners!!!

6 Big Shakeups to Social Security in 2023 09/29/2023

Social Security isn’t just for retirees — 1 in 3 people receive benefits because they’re survivors, dependents, or they have a disability that keeps them from working. Given how many people are impacted by the program, it makes sense to stay informed of changes to it. Here are 6 changes that could come this year.

6 Big Shakeups to Social Security in 2023 Social Security will be seeing a lot of changes this year, many of them tied to the biggest cost-of-living adjustment (COLA) in more than 40 years. The new COLA will impact payments to Social Security...

Want to live healthier longer? Visual guide shows how longevity science looks to slow diseases of aging 09/27/2023

While genetics play an undeniable role in how gracefully we age, understanding the latest science surrounding longevity may help you take control of your health and potentially add years to your life. Read about it here.

Want to live healthier longer? Visual guide shows how longevity science looks to slow diseases of aging Cancer and heart disease are some of many diseases that ruin a long, healthy life. Drugs like metformin, rapamycin and senolytics may help fight them.

Nervous About Retirement? Ask Yourself These Five Questions 09/25/2023

The prospect of retirement can be met with mixed emotions. While exciting, it can also be an anxious transition if you don’t feel 100% prepared. These are some of the considerations that may be top-of-mind as you start thinking about your retirement.

Nervous About Retirement? Ask Yourself These Five Questions Looking back at what you’ve accomplished and even doing a little daydreaming can help you figure out who you want to be in your golden years. As you near retirement age and are considering whether it’s time to take the plunge into the next phase in life, it’s normal to feel overwhelmed by the ...

When Can I Retire? Questions to ask before turning in your notice 09/22/2023

Thinking about retiring, but not sure if you’re financially prepared to take the leap? Here are some questions to ask yourself before turning the page on your career and starting your much-deserved retirement.

When Can I Retire? Questions to ask before turning in your notice Everyone’s situation is different, but here are some practical tips for knowing whether you can afford to retire.

Almost half of retirees want to go back to work, not always for money 09/20/2023

While headwinds like stubborn inflation and economic uncertainty have forced many to reconsider their retirement plans, an increasing number of baby boomers are choosing to return to work because they value the fulfillment and intellectual stimulation it can provide. Here’s a look at the latest trend.

Almost half of retirees want to go back to work, not always for money And millions of Americans are set to delay retirement according to a new survey.

The Top 7 Investing Mistakes (And How To Avoid Them) | Wealth of Geeks 09/18/2023

Investing can be an effective method of building wealth over the long term, but having success requires discipline. From trying to “time the market” to being overly reactive to short-term price movements, here are 7 common investment mistakes to avoid.

The Top 7 Investing Mistakes (And How To Avoid Them) | Wealth of Geeks August 28, 2023 Investing in the stock market has made millions richer than ever imagined. Unfortunately, it's also caused some to lose a lot of money. The

These 8 habits could add up to 24 years to your life, study says | CNN 09/14/2023

A recent study presented at the annual meeting of the American Society for Nutrition revealed that incorporating eight key healthy habits into your routine can add up to 24 years to your life. Read about them here.

These 8 habits could add up to 24 years to your life, study says | CNN Adopt one of eight lifestyle habits at age 40, and you could add 4.5 years to your life, a new study found. Add all eight, and you might live up to 24 years longer.

When Public Schools Don't Work For Your Kids, What Are The Options? 09/11/2023

The quality of public school education varies depending on where you live. If public school isn’t right for your kids, you still have a number of options available to you. Here’s a look at some of them.

When Public Schools Don't Work For Your Kids, What Are The Options? I'm a public school kid myself. I always assumed that my kids would be, too. But sadly, that's not how it's gone for my family. As much as it pained me,

‘It’s hell’: How divorce laws are designed to create unnecessary financial hardship for women 09/11/2023

Divorce can have devastating financial consequences for both parties, but they’ve historically been more punishing for women than for me. While men see their household income drop an average of 23%, women see theirs drop by 41%. Learn what you can do to help level the playing field.

‘It’s hell’: How divorce laws are designed to create unnecessary financial hardship for women Women initiate 70% of divorces. A drawn-out process, child care responsibilities, and structural inequities rob them of bargaining power.

Back-To-School Essentials: A Forbes Vetted Shopping Guide 08/29/2023

Is it time to navigate back-to-school already? 📚✅

Here is a vetted shopping list for every stage of learning that aims to set you or your child up for smooth transition.

Back-To-School Essentials: A Forbes Vetted Shopping Guide Whether you’re shopping for homework supplies, backpacks, sneakers or laptops, we’ve assembled the ultimate back-to-school guide filled with the very best buys for every stage of learning.

Retirement planning 101: A Q&A - City Pulse 08/28/2023

The road to retirement is long and winding – your journey is bound to look different than your neighbor’s. Here are the answers to a handful of the most frequently asked questions surrounding retirement.

Retirement planning 101: A Q&A - City Pulse Individuals need not look very far to be reminded of the importance of planning for retirement.

How to Pursue Your Creative Ideas While Prioritizing Your Well-Being | Entrepreneur 08/24/2023

For many entrepreneurs, mental health takes a backseat to business goals. But this can lead to increased stress and burnout, which ultimately make you less productive. Learn how to balance your wellness with that entrepreneurial, do-it-yourself attitude that got you to where you are today.

How to Pursue Your Creative Ideas While Prioritizing Your Well-Being | Entrepreneur Why entrepreneurs must find ways to manage stress and prioritize their well-being while pursuing their dreams.

3 Things Retirement Coaches Want You To Think About (No Matter Your Age) 08/22/2023

While retirement tends to evoke images of golf, porch chairs, and sunnier locales, there’s no “right” way to spend your golden years. Learn how to create your own retirement roadmap that reflects your unique vision.

3 Things Retirement Coaches Want You To Think About (No Matter Your Age) It's never too early to plan your second act.

Tax Benefits of Hiring Your Kids Plus IRS Rules to Follow 08/17/2023

Hiring your children as employees can provide valuable tax benefits while simultaneously teaching them important professional and life skills.

Read about some of the potential advantages of hiring your kids and what rules you’ll need to follow.

Tax Benefits of Hiring Your Kids Plus IRS Rules to Follow Hiring your child can potentially lower your tax bill and help kids develop skills, but there are some rules you need to know — and follow.

The High Costs of Senior Caregiving 08/16/2023

Caregiving can take a significant financial toll on loved ones, especially with longer life expectancies and rising healthcare costs. Learn what factors are driving senior caregiving costs up and what options are available for financial relief.

The High Costs of Senior Caregiving Out-of-pocket costs for caregiving averages about $7,000 per year.

Entering Retirement Solo? Here are Tips for Managing Your Finances as You Grow Older 08/14/2023

Planning to retire by yourself? Whether you’re single, divorced, or widowed, here are some things to consider in the interest of managing your finances and securing the retirement you deserve.

Entering Retirement Solo? Here are Tips for Managing Your Finances as You Grow Older type your description here

5 Key Signs Early Retirement Is Within Reach for Millennials and Gen Z 08/11/2023

Retirement is a long-term goal that typically requires many years of careful planning, and the more disciplined you are, the sooner you may be able to retire. If you’re already incorporating these money-smart practices, you may be on your way to securing an early retirement.

5 Key Signs Early Retirement Is Within Reach for Millennials and Gen Z Millions of Americans hope to retire early -- and many are able to, but this ability doesn't arise out of thin air. To retire early, you need to be incredibly strategic around your professional and...

America’s Fastest Growing Industries By Employment Change 08/10/2023

Here's an unveiling of America's fastest growing industries by employment change! As our economy evolves, new opportunities are emerging that are reshaping the job landscape. Let's explore the sectors that are driving growth and paving the way for future careers:

America’s Fastest Growing Industries By Employment Change The BLS identifies key areas in the economy—Leisure and Health & Social Services—that will home to America’s fastest growing industries.

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2819 NW Kitsap Place, Suite 201
Silverdale, WA
98383

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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