Our Values

[vc_row][vc_column width=”2/3″][vc_text_separator title=”WILLIAM J. PRENTICE II, AWMA®, CFP®, CIMA® Managing Partner” title_align=”separator_align_center” color=”grey” icon_awesome=”android” icon_metrize=”wireframe-globe” size=”20″ icon_color=”#ff6600″ accent_color=”#b59a1b”][vc_column_text]Even as a child, William J. Prentice was industrious and motivated.  At 10 years old, he worked on a farm and mowed neighbors’ lawns.  When he was 12, he washed dishes at a local restaurant and worked in a bowling alley.  Today, he owns Prentice Wealth Management LLC, overseeing whole family accounts focused on disciplined financial security and goal-based wealth management.

He is a distinguished alumni of Rochester Institute of Technology’s Saunders College of Business where he has established an annual scholarship for first generation college students like himself.   He currently serves on the Saunders College Alumni Advisory Board, chairing the annual golf tournament, and is a member of the Dean’s Advisory Council.  He continues to be a mentor and coach to the Saunders students, advising them to “take that entry level job.  There is a bottom rung on the ladder for a reason.  Stand on it and climb your way up.”[/vc_column_text][vc_text_separator title=”OUR FIRM” title_align=”separator_align_center” color=”grey” icon_awesome=”android” icon_metrize=”wireframe-globe” size=”20″ icon_color=”#ff6600″ accent_color=”#b59a1b”][vc_column_text]Prentice Wealth Management was founded in 2008 when William J. Prentice II sought to match individual client needs with solutions from a wide array of sources which was met with resistance from within the financial services community.  His vision was to introduce a business model that engaged people in informed, trusting relationships that would enable them to achieve their ambitions and dreams built around an agreed upon financial plan.  These relationships would be comprehensive in nature; established upon a foundation of professional competency and transparency coupled with client education and a combined commitment to service beyond what is commonly experienced within the financial service industry.[/vc_column_text][/vc_column][vc_column width=”1/3″][space height=”60″][icon_box title=”OUR CORE VALUES” desc=”Do for clients as we would do for ourselves.

Provide highly responsive service to every client.

Be accountable to all interested parties.

Exceed rigorous industry expectations for ethics and compliance.

Remain independent of third party influence in order to maintain the highest fiduciary standards.

Provide a respectful, collaborative work environment.” read_text=”Read More” icon_type=”font-awesome” icon=”globe” size=”32″ color=”color” icon_color=”#b59a1b” padding=”5″ pos=”top_box”][/vc_column][/vc_row]