Bill Prentice Receives 20+ Pro Bono Badge

June, 2024

Bill was recognized by the CFP® Board for providing over 20 hours of free and objective financial guidance to underserved and at risk Americans connected via the Foundation for Financial Planning. This connection provides coaching and action steps on budgeting, saving and managing debt to military service members, veterans and families affected by cancer or other serious life events. Congratulations Bill—your knowledge and efforts are making a significant impact in the community!

Golfing "Fore" Good - Charity Tournament

8:30-1:00 pm Monday, July 21, 2025

Irondequoit Country Club

Swing into action for a great cause! Join us for fun and competition at our inaugural charity golf tournament! All proceeds will support this year's charity; the Pluta Cancer Foundation. 

Food, Fun & Fireworks

6:30 pm Friday, August 15, 2025

1 Morrie Silver Way, Rochester, NY 14608

Join us for a return to this popular event, with a picnic, and fireworks at the Club 3000 party suite at the Red Wings.  All proceeds support our local veterans via Honor Flight and the Veterans Outreach Center.

Fall Fest Open House

5:30 pm Thursday, September 18, 2025

1150 Penfield Road, Rochester, NY 14625

Back by request for the third year in a row, this tasting and event will feature live music, outdoor games and Fall themed food and drinks at PWM! Click here to RSVP.

Hillside Special Santa 

Donations Accepted Through December 13, 2024

PWM is proud to join this 40 year old initiative that provides holiday toys and gifts to children and families being served by the Hillside Family of Agencies. Unwrapped gifts may be dropped off in our office.

Click here to learn more.

SBC Cares Thanksgiving Appeal

Donations Due November 21, 2024

We’d love to have you join us in collecting food donations for local families in need.   These nutritious food items, paired with a $25 gift card to purchase a turkey or ham,  ensure that area families can enjoy a hearty Thanksgiving meal and feel the love and support of their community.

Click here to learn more and sign up.

Fall Fest Open House

5:30 pm Thursday, September 26, 2024

1150 Penfield Road, Rochester, NY 14625

Back by request for the second year, this tasting and open house event will feature live music, outdoor games and Fall themed food and drinks at PWM! 

Food, Fun & Fireworks

6:45 pm Friday, August 2, 2024

1 Morrie Silver Way, Rochester, NY 14608

Join us for a return to this popular event, with a picnic, and fireworks at the Club 3000 party suite at the Red Wings.  All proceeds support our local veterans via Honor Flight and the Veterans Outreach Center.

Golfing "Fore" Good - Charity Tournament

12:30-5:00 pm Monday, July 22, 2024

Irondequoit Country Club

Swing into action for a great cause! Join us for fun and competition at our inaugural charity golf tournament! All proceeds will support this year's charity; Advent House hospice in Fairport, New York. 

Fireside Chat Market Updates Are Now a Podcast

The Fireside Chat market update Zooms are transitioning to a monthly podcast in 2024.  We are excited to offer clients and prospects pre-recorded content on a variety of topics that will be available to listen to at their convenience.  

Visit our Podcast Page Here

July 2023

Bill Prentice Joins Morningstar Advisor Experience Council

We are excited to announce that Bill was invited to join the  Morningstar Wealth Advisor Experience Council.  As a Council member, Bill will share his insights on Morningstar products, services and experiences as well as influence future enhancements.  His input will directly shape product design and  help drive innovation for both advisors and the investors they serve.  Congratulations Bill!