Wilshire-Pennington Group
www.wilshire-pennington.comThe Wilshire-Pennington Group is dedicated to wealth enhancement, exclusively for doctors. Our goal is to help doctors save more of what they earn, and reduce financial uncertainty. Our services are specifically geared toward clients who manage practices and need specialized planning that covers business needs as well as personal. The Wilshire-Pennington Group offers: -Estate Planning Guidance -Insurance -Investment Management -Tax Reduction Strategies -Employee Benefit Planning
Read moreThe Wilshire-Pennington Group is dedicated to wealth enhancement, exclusively for doctors. Our goal is to help doctors save more of what they earn, and reduce financial uncertainty. Our services are specifically geared toward clients who manage practices and need specialized planning that covers business needs as well as personal. The Wilshire-Pennington Group offers: -Estate Planning Guidance -Insurance -Investment Management -Tax Reduction Strategies -Employee Benefit Planning
Read moreCountry
State
Oklahoma
City (Headquarters)
Oklahoma City
Industry
Employees
1-10
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Managing Director
Email ****** @****.comPhone (***) ****-****Managing Principal
Email ****** @****.comPhone (***) ****-****Wealth Advisors
Email ****** @****.comPhone (***) ****-****
Technologies
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