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Our Purpose

Prentice Wealth Management was founded in 2008 to connect client needs with solutions in an unbiased environment free of proprietary influence. In today's competitive financial services industry, most firms have myriad products and services at their fingertips.  However, many institutions are bound by or biased toward selling proprietary financial products, magnifying the need for honest and unbiased advice. PWM was established as a solution to such conflicts of interest.  A wholly  independent wealth management practice, you can trust your PWM Wealth Manager to be objective, work in your best interest and implement your plan with best-in class solutions. 

Our comprehensive relationships, established upon a foundation of professional competency and transparency, are combined with a fiduciary commitment beyond what is commonly experienced within the financial services industry.   

Our Vision

Our business has placed clients' best interest at the forefront of every decision since inception, embracing the fiduciary standard nearly a decade prior to the industry as a whole.  By retaining a select group of advisers in counsel to a limited number of clients, we are deeply engaged and deliver a world class wealth management experience.  We continue to develop our team by adding talent and capabilities to enhance client services.

Our Values

The foundation of support for the Prentice Wealth Management vision rests in our conviction to a set of core values that are considered inviolate.  These simple, yet powerful beliefs set the "rules of conduct" that shape the culture of our firm.  

Our Clients

Our firm is privileged to have numerous relationships dating back over two decades. Through our comprehensive wealth management process, we deliver quality, unbiased advice based on time-tested principles to a broad array of clients.  We serve clients throughout the United States and internationally that value a partner dedicated to their financial security.  Our client base includes: 

  • Multi-generational families
  • Entrepreneurs & business owners
  • Real estate developers
  • Corporate executives
  • Non-profits, endowments and foundations

Our Planning Process

We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process.  We have over 120 years of combined experience in the financial services industry with subject matter proficiency in nearly every discipline. Through our internal resources and external relationships, we collaboratively advise clients on a vast number of issues to advance their ambitions and empower them to live life more confidently.

  Comprehensive Wealth Management
  
  • Internal REsources
  • External Relationships
  • Commercial & Private Banking
  • Personal & Business Attorneys
  • Estate Administration
  • Trust Services/Administration
  • Medicare Consulting
  • Commercial & Private Real Estate
  • Employee Benefits Administration

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.  The Firm maintains these relationships strictly for the benefit of the client and does not receive compensation from these business relationships.

A Lifetime of Services

At Prentice Wealth Management, we deliver optimal solutions for every stage of life, from parents seeking to protect and grow assets while saving for college, to empty nesters preparing for their new paradigm and retirees concerned about managing and distributing their wealth. 

Accumulation

Building and Protecting Your Wealth

  • Family Wealth  Planning
  • Insurance Risk & Analysis
  • Divorce Financial Analysis
  • Portfolio Management
Distribution

Strategic Withdrawal Planning

  • Portfolio Management
  • College Financial Planning
  • Retirement & Income Planning
  • Major Financial Obligation Planning
Gifting & Transfer

Leaving a Legacy

  • Business Transition
  • Eldercare & Special Needs
  • Trust Design & Stewardship
  • Legacy & Charitable Gifting

Care

    Deeply         

Lead

   Confidently        

Surpass 

   Expectations      

Enhance 

     Lives