SERVICES

who we are

At P² Wealth Management, we believe financial planning should be as personal as the goals it’s built to achieve. Founded by Mike Pendergrass, the firm was created to deliver thoughtful, relationship-based financial guidance that helps individuals, families, and businesses build, protect, and preserve their wealth with confidence. 

driven by people, defined by purpose

Guided by our philosophy — “Driven by People – Defined by Purpose” — we take time to understand what truly matters to each client. Every financial plan is designed with purpose, focused on long-term goals, and the peace of mind of knowing that you are prepared for the future. Our comprehensive services include wealth management, retirement planning, and protection planning, all tailored to meet the unique needs of those we serve.

At P² Wealth Management, we view every client relationship as a collaborative engagement. Through education, transparency, and proactive communication, we help clients navigate life’s financial decisions with clarity and confidence — today and for generations to come.

Contact

Our Personal Strategies

  • Risk Management

    Protecting your family, income, assets & collaboration with estate attorney

  • Retirement Planning

    Understanding qualified vs. non-qualified accounts, allocation & diversification strategies, and retirement income strategies

  • Debt Management

    Reduction and accumulation strategies

  • Tax Strategies

    Collaboration with your tax professional & manage current & future tax liabilities

Our Business strategies

  • Business Strategies

    Cash management, debt management, & financial management

  • Business & Asset Allocation

    Key employee protection strategies, buy/sell agreement funding strategies, & collaboration with legal counsel

  • Tax Strategies

    Collaboration with your tax professional, assist in identifying current & future liabilities, & business succession tax strategies

  • Employee Benefits

    Retirement planning strategies, employee acquisition & retention strategies, & employee financial education platform