Book an Appointment -

We invite clients and potential clients to schedule an appointment using the buttons below. Note your preference for an in-person, phone call or virtual appointment in the notes box.

Wholesalers and vendors may not book time on our calendars. You must submit your information on our vendor meeting request form. Any vendor using the links below will have their booking rejected.

William Prentice II, AWMA®, CFP®, CIMA®

Managing Partner

Book with Bill

Anthony Vaccaro, CFP®, CFA®, Enrolled Agent, CDFA®

Wealth Management Advisor

Book with Tony

Douglas Greene, CFP®, CLU®

Wealth Management Advisor

Book with Doug