Our animal companions are a big part of our lives, and often join us here in the office.

 

 

   Teddy​​

Teddy is our veteran ambassador at PWM, warmly greeting visitors with a wagging tail.  He lives in Pittsford with the Prentice family and loves to play with his little brother Rudy, a Shih-tzu.  Teddy is a Staffordshire Bull Terrier, a breed that orininated in the nineteenth century and was bred for their intelligence, bravery and loyalty.

Fun Fact: Though originally bred for their toughness, the Staffordshire's loving and friendly personality make him much more likely to welcome the burglar than to defend the family's home and property!  Whether playing or relaxing, he sees life as a joyful adventure and lives it to the fullest.

Info

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.

Licenses

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.