OUR PROCESS

[ Success by Design ]

 

Our objective is to create successful financial outcomes for our clients and their families.  By applying the word design, we make evident that our financial strategies are individually crafted, and specifically tailored to each client’s unique situation.

 

Our Clients

 

Young Families

We help families with young children meet specific budgeting challenges and plan for their long term goals.

Clients with Disabilties

We work extensively with families caring for adults and children with moderate to severe disabilities.

 

 

 

 

 

 

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.