Your Local Wealth Advisors for

Retirement Planning
Tax-Efficient Strategies
Investment Management

Fee-Based, Fiduciary, Financial Guidance on the Kitsap Peninsula

Our team on the Kitsap Peninsula serves clients both locally and across the country, providing personal investment management, Retirement planning, and tax-aware strategies tailored to each client’s goals. As fee-based fiduciary advisors in Silverdale and throughout Kitsap County, we help individuals, families, and business owners navigate important financial decisions with clarity and confidence.

Your Story Matters

You’re not just planning for numbers on a page — you’re planning for the life you want to live. Your experiences, values, and priorities shape every financial decision, and they deserve to be understood.

That’s why we start by listening. We take the time to learn where you’ve been, what you care about, and what you want the future to hold. From there, we provide clear guidance and steady support as you navigate each stage of life.

We’re here to help you make thoughtful decisions, adapt when things change, and move forward with confidence — knowing your plan reflects your story, not a template.

Meet With An Advisor

Kevin J. Pentz, CFP®

Founder | Advisor

kevin@wealthmarkgroup.com

Kevin is the founder of Wealthmark Advisors in Western Washington, where he provides advisory services with a fiduciary standard. He specializes in helping individuals and families navigate the transition into retirement with a focus on tax-efficient planning, investment strategy, and long-term wealth preservation.

A Washington native, Kevin earned his degree in finance from Western Washington University and began his career in 2008—his first day coinciding with the collapse of Lehman Brothers. That experience shaped his perspective early on, reinforcing the importance of having a disciplined financial plan in place during times of uncertainty.

Kevin later stepped into nonprofit work before returning to full-time advisory, where he went on to earn his CFP® certification and launch Wealthmark Advisors. Today, he leads a growing team focused on delivering personalized planning and building long-term client relationships rooted in credibility, clarity, and results.

Kevin focuses on simplifying complex financial concepts to support client decision‑making. His work often centers around retirement income planning, Roth conversion strategies, estate planning coordination, and tax mitigation.

Outside of work, Kevin enjoys spending time with his wife, Kara, and their three kids. You’ll often find him coaching, staying active, or exploring the outdoors around the Pacific Northwest.

Converting assets from a traditional IRA (or other eligible retirement account) to a Roth IRA may provide certain long-term tax advantages, but it is not appropriate for every investor.

Commonwealth Financial Network® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Contact Us Today