WILLIAM J. PRENTICE II, AWMA®, CFP®, CIMA® Managing Partner

Even as a child, William J. Prentice was industrious and motivated.  At 10 years old, he worked on a farm and mowed neighbors’ lawns.  When he was 12, he washed dishes at a local restaurant and worked in a bowling alley.  Today, he owns Prentice Wealth Management LLC, overseeing whole family accounts focused on disciplined financial security and goal-based wealth management.

He is a distinguished alumni of Rochester Institute of Technology’s Saunders College of Business where he has established an annual scholarship for first generation college students like himself.   He currently serves on the Saunders College Alumni Advisory Board, chairing the annual golf tournament, and is a member of the Dean’s Advisory Council.  He continues to be a mentor and coach to the Saunders students, advising them to “take that entry level job.  There is a bottom rung on the ladder for a reason.  Stand on it and climb your way up.”

OUR FIRM

Prentice Wealth Management was founded in 2008 when William J. Prentice II sought to match individual client needs with solutions from a wide array of sources which was met with resistance from within the financial services community.  His vision was to introduce a business model that engaged people in informed, trusting relationships that would enable them to achieve their ambitions and dreams built around an agreed upon financial plan.  These relationships would be comprehensive in nature; established upon a foundation of professional competency and transparency coupled with client education and a combined commitment to service beyond what is commonly experienced within the financial service industry.

OUR CORE VALUES

Do for clients as we would do for ourselves.

Provide highly responsive service to every client.

Be accountable to all interested parties.

Exceed rigorous industry expectations for ethics and compliance.

Remain independent of third party influence in order to maintain the highest fiduciary standards.

Provide a respectful, collaborative work environment.

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