We are developing an advisory board to establish an open forum and inspirational environment to drive forward our evolving business model, consistent with the wants, needs and interests of our clients and stakeholders.

We thank you for your  business and greatly value our working relationship as we collaborate to address important issues and exchange ideas on additional services.

Please provide your input in the survey questions below and feel free to contact our office if you have any questions or concerns.


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* For more information visit TD Ameritrade's DOL Fiduciary Rule FAQ at: http://bit.ly/2xy81Wg

*For more information on these options, please visit their websites at:

Everplans - https://www.everplans.com/#/?_k=1md5ee

RiskPro - https://riskproadvisor.com/about-riskpro/

ID Watchdog - http://www.idwatchdog.com/

LifeLock - https://www.lifelock.com/

Identity Force - https://www.identityforce.com/

Identity Guard - https://www.identityguard.com/


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.