About Us

Where Specialized Talent Meets Your Goals

We believe the caliber of our people is a key differentiator. Our multi-disciplinary team immerses itself in high-level strategy and essential details to support partner families in reaching their goals.

Our Approach to Enduring Success

We’ve found that success requires alignment through co-investing, shared insights, a solution-oriented mindset, thorough follow-through, and a family-first focus. Our mission is to exceed expectations and create an impact that endures for generations, making a lasting difference for every family we have the privilege to serve.

A Refined Approach to Modern Prosperity

We provide privileged access to carefully curated resources, from holistic wellness support to individually tailored investment strategies. With precise, deliberate management of your wealth—aligned to your personal risk profile—you are free to focus on what truly matters: living life on your own terms.

Elevated Service, Tailored to Your Legacy

We reimagine the traditional family office by providing each partner family with a specialized suite of investment, tax, and estate-planning services. Delivered with personalized care and an unwavering commitment to your goals, our approach ensures you achieve lasting success—and secure the legacy you envision.

Elevating the lives of highly successful Entrepreneurs & their families

Pennington Partners mission is to elevate the lives of highly successful entrepreneurial founders and their families with a suite of modern investment, wealth planning, health & wellness as well as personal financial administration solutions – each crafted to address their complex needs and maintain a lasting legacy.