As part of our ongoing obligations as an investment advisory firm and to increase transparency and client understanding,  we are required to distribute specific disclosure documents on an annual basis:

PWM Consent to Electronic Delivery Form

PWM Opt-Out of Electronic Delivery Form

Form ADV Part 2B Brochure Supplements:

ADV Part 2B William Prentice II

ADV Part 2B Shawn Tesoro

ADV Part 2B Anthony Vaccaro

ADV Part 2B Michelle Werth

Questions?  For more information we encourage you to visit https://www.investor.gov/home/welcome-investor-gov-crs

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