About

Kenneth Sean Polley is an Orlando-based private wealth manager and the founder of Polley Wealth Management. As a Chartered Wealth Manager and Master Financial Coach, Sean helps high-net-worth families, successful professionals, and business owners make sound decisions about their wealth. His work brings investments, retirement income, cash flow, taxes, risk, estate planning, business interests, and family goals into one coordinated wealth strategy. When clients need legal or tax guidance, Sean works alongside their attorneys, CPAs, and other professional advisors. The goal is not simply to manage a portfolio. It is to help clients see their full financial picture, understand the tradeoffs behind each decision, avoid costly gaps, and use their wealth to support the lives they want to lead.

Firm Information

FirmPolley Wealth Management
PositionPrivate Wealth Manager
Agency Typeria
Firm CRD#305143
About Firm
Polley Wealth Management is the premier innovative boutique provider of wealth management and financial planning services and we were named Best Financial Advisors in Orlando.  For over two decades, our advisors have been providing clients with sound, professional and unbiased financial advice, investment management and wealth planning. Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand. We partner with you and utilize numerous best-in-class professionals to ensure that you benefit from the best available guidance, advice and management services.  We challenge the methods in which traditional and non-traditional financial firms provide services to meet the needs of their clients. We specialize in the creation, and protection, of wealth through comprehensive financial, insurance and retirement planning. We are independent and impartial advisors who put our clients' needs first.  We are here to assist our clients as a true fiduciary, meaning, we do not have any allegiance to any bank, mutual fund company, insurance company, or any entity other than you, our client.
Firm Location

Professional Details

Advisor CRD#2740157
Fiduciary Yes — acts in your best interest
CompensationFee-Based
Designations
Registered Investment Advisor
Licenses
Series 66

Company Profile

Company Size
Est. 2019
Resources

Practice Focus

Specialties
  • Wealth Management 40%
  • Digital Currencies 5%
  • Estate Planning 5%
  • Family Business Planning 5%
  • Holistic Financial Planning 5%
  • Individual Stocks / Bonds 5%
  • Investment Counseling 5%
  • Other 30%
Preferred Client Type
  • Business Owners 50%
  • High Net-Worth Individuals 50%

Education

Education
University of Florida
Previous Work Experience
J.P. Morgan
SunTrust Private Wealth

About Me

Community Involvement OtherNational Association of Christian Financial Consultants

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