June 2024

Bill Prentice Receives 20+ Pro Bono Badge

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!

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! 

RSVP and learn more here!

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

Open House & Tasting Event

November 2, 2023, 5:30 - 8:00 pm

1150 Penfield Rd. Rochester, NY 14625

Stop by our new location and completely renovated office space for beer, BBQ and more! We are excited to welcome you for a tour and provide delicious offerings from several area vendors.

SBC Cares Thanksgiving Appeal - November 17, 2023 

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.

Hillside's Special Santa Program

November 1 - December 11, 2023 

We are proud to participate in this important annual initiative!  From November 1 - December 11, you can donate online or drop off an unwrapped toy to brighten the lives of the Rochester area children served by the Hillside Family of Agencies  Hillside partners with youth, adults and their families to provide individualized health, education and human services through an integrated system of care.

Client Picnic and 15th Anniversary Celebration 

Saturday, September 9, 2023 12:00 - 2:00 p.m.

King's Bend Park, Pittsford - North Lodge

Join us in celebrating this milestone anniversary at our annual client appreciation picnic and veterans benefit at the North Lodge, rain or shine! Complimentary hot sandwiches and ice cream provided by Marty’s Meats and LuGia's. 

Food, Fun and games for the whole family!

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! 

2/10/2019

Bill Prentice gave the keynote address at RIT's Financial Fitness Conference.  He presented "Investment of a Lifetime, the Benefits of Lifelong Learning" to 92 students, 2 faculty and one guest.