Our Extended Professional Network

At PWM we believe strongly that a collaborative support network is integral to the financial planning process.  As such, we have established an extended network of professionals and maintain these relationships solely for the benefit of our clients.*

Please contact our office to determine which additional services may be right for you.

Reviews & Compilations

Bookkeeping

Financial Statements

Tax Planning & Prep

Estate & Trust Tax Prep

Matrimonial & Divorce Law

Contract Review

Business Valuation

Wills, Trusts & Estates

Private Litigation

Health Care Consulting

Annuity & Disability

Employee Benefits

Long Term Care

Term & Permanent Insurance

Health Savings Accounts

Mortgage Origination & Loans

Commercial Loans

Home Equity

Personal & Auto Loans

Note*: The client is under no obligation to engage the services of any such recommended professional.  The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from the firm.

 

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.

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.

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.

Member, Security Investor Protection Corporation


Investor Education Foundation