At Prentice Wealth Management, we always have your financial security in mind.


Cybercrime is an unfortunate downside of our  technologically advanced society, and it is on the rise.  As we strive to continually improve our security procedures, we encourage you to visit this page often.  Here you will find the latest information, links and resources to help you stay on top of and informed about current cybersecurity issues and tools to help protect yourself from the latest threats.


 What We Do

To learn about the security steps we have taken as a firm, please click here 

 What Our Partners Do

To learn about the privacy and security policies of our trading partner firms, please click on the links below:






 What You Can Do




Click here to access our info sheet on actions to take after the Equifax breach.



To access our tips on protecting yourself from cybercrime, click the link below:

Prentice Wealth Management’s Cyber Security Checklist






The Department of Homeland Security suggests the following:

  • Never click on links in emails. If you do think the email is legitimate, whether from a third party retailer or primary retailer, go to the site and log on directly. Whatever notification or service offering was referenced in the email, if valid, will be available via regular log on.
  • Never open the attachments. Typically, retailers will not send emails with attachments. If there is any doubt, contact the retailer directly and ask whether the email with the attachment was sent from them.
  • Do not give out personal information over the phone or in an email unless completely sure. Social engineering is a process of deceiving individuals into providing personal information to seemingly trusted agents who turn out to be malicious actors. If contacted over the phone by someone claiming to be a retailer or collection agency, do not give out your personal information. Ask them to provide you their name and a call-back number. Just because they may have some of your information does not mean they are legitimate!

Visit the Department of Homeland Security’s Cyber Security Page






StaySafeOnline.Org provides valuable tips for keeping children and teens safe online, a glossary of terms, and ways to get involved and promote cyber security within your community or business.

Visit StaySafeOnline.Org



U.S. Department of Homeland Security Seal. United States Computer Emergency Readiness Team US-CERT

US-CERT United States Computer Emergency Readiness Team

Visit this website to get important security updates for Google Chrome, Microsoft updates to address vulnerabilities and important steps you can take to secure your home network.

Visit US-CERT’s website






Vipre: A Proven Antivirus & Security Leader

Visit Vipre’s website to download antivirus software, sign up for a security newsletter or access video libraries to help you maintain security for your home or business.

Visit Vipre’s Resource Page







Symantec-Norton AntiVirus

Norton AntiVirus  has a knowledge center that covers topics such as designing your own computer security architecture,  how to detect a malware infection and the 11 most common security threats and what you can do to protect yourself from them.

Visit Symantec-Norton’s  anti-virus website.



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.


William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

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.