Broker Check

What We Do

At Pangea Wealth Management, we approach things much differently as independent advisors. Our motivation comes from helping you find your success and we are here to celebrate your highs and support you during your lows. All of our strategies are driven by your needs, desires, and aspirations and each plan we build is as unique as the client it represents.

Our services include:

Financial Planning

Your strategies will vary, but one thing will stay the same – everything we do is focused on you. What are your goals and dreams? What can we help you pursue? Below are some examples of the plans we specialize in:

  • Retirement Planning
  • Investment and Portfolio Management
  • Income Planning
  • Education Funding
  • Estate Planning

Wealth Management

In bringing your financial world together, you need a solid roadmap that supports your goals. A financial plan may include the follow products that will help you get from point A to point B:

  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Indexed Funds
  • Stocks
  • Bonds
  • Variable and Fixed Annuities
  • Government Securities

Insurance

There’s no better feeling than knowing that you and your loved ones are adequately protected. Through risk management and insurance solutions, we can make sure this is the case. Our insurance products include:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

A list of products can only go so far. Schedule your complimentary, no-obligation meeting today to see how much we really do care.