WEALTH MANAGEMENT AND FINANCIAL PLANNING

In Latin, pondera means equilibrium or balance, which is what the experts at Pondera Wealth strive to bring clients. A healthy financial life can pour into other areas, helping bring balance to all aspects of life.

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WEALTHCREATE FOR FINANCIAL PROFESSIONALS

We value the distinctiveness of each advisor and their indispensable professional influence on their clients. Hence, we extend our flexibility and openness to personalized solutions for advisors looking to collaborate with us.

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LATE-STAGE
COLLEGE PLANNING

Pay for college without going broke through our innovative, comprehensive college planning assistance. We make your family’s goals for higher education more attainable and more affordable.

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EMPLOYER 401(K) AND FINANCIAL PLANNING DESK FOR EMPLOYEES

Our team has spent decades perfecting the
administration of 401(k) and profit sharing plans and provides a unique experience for the advisor, the company or plan sponsor, and the employee.

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WEALTHCREATE INTERNATIONAL: INVEST IN THE US

We are delighted to bring to your attention a variety of unique opportunities specifically tailored for non-US residents seeking significant and sustainable growth. This potpourri of opportunities is designed to allow savvy investors to participate in the grand tapestry of American economic prosperity

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ABOUT US

WHAT WE BELIEVE IN

We believe in a better world, we believe in strong values, we believe in EXCELLENCE. We believe that we can all change lives with small actions. Our team has a wealth of knowlege and has been recognized for their achievements, as well as sought after for their expert opinions and recommendations. We were also recognized in 2021 by the Top 100 Magazine as one of the Top 100 People in Finance in America. You may have also seen our team mentioned by: