Investor Colloquium - A Return to Market Volatility

Save the date! 10/3/2017 4:30 – 7pm

Our investor colloquium is scheduled for Tuesday, October 3rd, 2017.  

Jammin' with a Cause - Zoe Demeyers

Save the date!  10/1/2017 2pm to 6 pm.

Please join us at a fun, family event benefitting Zoe Demeyers who was born with a rare disease, Aicardi-Goutieres Syndrome.  There will be great food, live music and a silent auction.  Click here to learn more and visit Eventbrite here to purchase tickets.







Join with us in honoring our hard working veterans this Veterans Day, by switching a porch light or other outdoor light to green.  We invite you to stop in to our office during office ours (Monday – Friday 8:00 – 4:00) to pick up a complimentary green light bulb.  Every day, veterans walk among us without recognition. Even though we can’t see them, they should always be able to see our support.

Visit the official project website at

Let’s shine a light on our veterans, one green light at a time.









Bill Prentice was featured at the Rochester Institute of Technology’s business leaders presentation to Saunders School of Business students; Power Up: Advice From the Field.  Click here to view.>>





PWM was featured in the April 22, 2016 edition of the Rochester Business Journal, in the Upstate New York Better Business Bureau’s “Trusted. Honest.  Ethical.” announcement.   Click here to view the complete listing and look for us on page 3.


Prentice Wealth Management in the News

Click the links below to read our press releases:

2/10/2016 – Shawn Tesoro, Knightbridge Capital CIO Becomes Partner at Prentice Wealth

11/11/2016 – Bill was featured in RIT’s Saunders College Notable Alumni showcase!  Click here to view. >>

10/10/2016   Prentice Wealth Management is Hiring!

1/15/2015     William J. Prentice II elected to RIT’s Alumni Advisory Board  


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