Celebrating our 15th Anniversary in 2023

We are pleased to announce an important milestone in the history of Prentice Wealth Management. We are celebrating our 15th year in business in 2023!   All of us at PWM join in expressing our sincere appreciation for the loyal and enduring support of our clients.  It's often said that more than half of new businesses fail during the first five years and only 25% make it to the 15 year mark.  PWM was established in 2008, during an economic recession, as a small wealth management practice with two employees. We have progressed into a Registered Investment Advisory firm with over $295 million in assets under management and a growing team of talented personnel moving into a significantly larger office in September 2023!  

We are so grateful to our clients and colleagues for your continued advocacy, and we recognize the important role each of you plays in our success.  Approximately half of our clients have been with us since day one, and the remainder have come from your referrals.  We thank old and new clients alike, for welcoming us into your lives, entrusting us with your finances, and allowing us to collaborate on your financial goals.

At Prentice Wealth Management, we are not content to focus on past achievements, but will continue to innovate by adding resources and staff, upgrading our software and systems as we reach new heights in the wealth management sphere.  We endeavor to keep our business relationships growing and to enhance our products and services to offer you nothing less than the very best.

Survival Rates for New Businesses

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Source: Commerce Institute, https://www.commerceinstitute.com/business-failure-rate/

Prentice Wealth Management Evolution

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PWM - Always Advancing, to Advance Your Initiatives

We continue to add certifications and specializations to better assist you with all of life's challenges.

A Look Back at Where We Started ....

A Look Into PWM's Future....

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