2024 Events

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.

RSVP and learn more here!


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!


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.  




 2023 Events

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!



Prentice Wealth Management in the News

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! 


8/17/2023

Prentice Wealth Management was featured in the Rochester Business Journal article "Prentice Wealth Management Celebrates 15 Years by Expanding to Penfield Location." Click here to read more >


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.

11/9/2018

Bill Prentice was featured in a second article for the RBJ titled "Post Retirement Finances Need Careful Monitoring."  Click here to read more >

10/29/2018

Bill Prentice was interviewed and featured in a recently published article in the Rochester Business Journal titled "Competence Considered Key When Seeking a Financial Advisor."  Click here to read more >

3/13/2017

Bill Prentice was featured at the Rochester Institute of Technology's business leaders presentation to the Saunders School of Business students; Power Up: Advice From the Field. Click here to view >

Prentice Wealth Management was featured in the April 22, 2016 edition of the Rochester Business Journal, in the Upstate New York Better Business Bureau's "Trusted. Honest. Ethical." announcement.  Click here > to view the complete listing and look for us on page 3. 

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