Pleasant Wealth, LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Pleasant Wealth: Redefining money for women & couples approaching retirement through clarity, confidence, ease, and joy. Our team of experienced advisors offers a comprehensive approach to investing & financial planning including our signature 19-point financial health check, personalized investment management, and collaborative planning with CPAs and attorneys.   At Pleasant Wealth, we're not just managing assets; we're transforming relationships with wealth.

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Disclaimer: Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582. https://brokercheck.finra.org Investor disclosures: https://bit.ly/KF-Disclosures

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