The Poland Wealth Management Group is committed to providing clients with the highest level of professionalism and personal service. We specialize in comprehensive retirement and financial planning and we believe a sound investment plan is critical in helping clients achieve their financial and life goals. Once we fully understand your goals, we will recommend a suitable investment program that fits your needs.
We take pride in serving as clients’ “financial gatekeepers.” Based on Jack’s extensive background and experience, and Ryan’s financial planning experience, we can address a wide range of personal financial needs for our clients.
Working with the extensive resources of Davenport & Company, we can help you manage your assets with a range of professionally managed fee-based accounts or traditional brokerage accounts. We offer clients access to premier professional money managers and mutual funds. For clients seeking reliable income, we can build custom fixed-income strategies.
Throughout the years of advising successful individuals and families, Jack has created a solid approach to comprehensive wealth management. It is an integrated process that is designed to help successful individuals and families capture opportunities as they continue to accumulate, protect, and distribute their wealth using tax-intelligent solutions.*
Contact us today and let’s work together to achieve your financial goals.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Poland Wealth Management Group is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.
Jack Poland is licensed to offer insurance and annuity products to residents in North Carolina, Delaware and Virginia.
Ryan Poland is licensed to offer insurance and annuity products to residents in Virginia.