Michael G. Penney Insurance Email Format

InsuranceFlorida, United States2-10 Employees

Michael G. Penney Insurance operates as an independent, boutique life insurance advisory firm located in Winter Park, Florida. The firm emphasizes integrating life insurance into client investment portfolios as an asset class and provides services across estate and business planning, wealth accumulation, and related areas such as buy-sell and key-man insurance. In 2020, the business evolved into Pinpoint Wealth Partners, a broader entity with multiple advisors, signaling a succession plan designed to serve clients over the long term. The company’s focus includes specialized strategies such as 1035 exchanges and premium finance, aiming to address complex financial and estate needs for individuals and businesses. The organization is positioned within the insurance sector, offering advisory services to clients seeking comprehensive planning that intersects insurance with wealth management, and it is based in Winter Park, Florida, with a small professional team guiding client relationships through the Pinpoint Wealth Partners framework.

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