2008 – 2018

Prentice Wealth Management, LLC has reached a milestone – we completed our tenth year in business in February 2018!  As we reflect on our accomplishments over the years, our entire team would like to express our gratitude for the loyal  support of our clients  and associates.

Our business model continues to place clients’ best interests at the forefront of every decision.  By retaining a select group of advisors, in counsel to a limited number of clients, we are able to be deeply engaged, and deliver a world class wealth management experience.

We appreciate and are humbled by the patronage, advocacy and responsibilities with which we are entrusted.  As we move into our second decade, we are excited for what the future holds and look forward to building on our shared success.

A look back…

 


 

 

 

 

 

 

Notable Events of the Decade…

 

Comparing 2008 to 2018

 

Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

William J. Prentice II AWMA®, CFP®, CIMA®

is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.