Upcoming Events in 2019

Please join us in celebrating summer and honoring local veterans with food, fireworks and a Red Wings game at Frontier Field

 

Friday, July 12, 2019 from 6pm – 10pm

Click here to learn more and reserve your tickets! 

 

 

Prentice Wealth Management in the News

 

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!  Click here to read more >

 

3/13/2017

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

BBB

PWM 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.

Click the links below to read our press releases:

5/13/2019 – Kerrin Pestke joins Prentice Wealth Management team. 

2/21/2019 – Prentice Wealth Management adds affiliated office in central New York.

2/21/2019 – William J. Prentice, II, AWMA®, CFP®, CIMA®, provided keynote address at RIT’s Financial Fitness conference.

5/7/2018 – Prentice Wealth Management adds tax preparation services

4/18/2018 – Prentice Wealth Management completes it’s 10th year in business!

4/20/2017 – Anthony Vaccaro joins Prentice Wealth Management Team

2/10/2016 – Shawn Tesoro, Knightbridge Capital CIO Becomes Partner at Prentice Wealth

11/11/2016 – Bill was featured in RIT’s Saunders College Notable Alumni showcase!  Click here to view. >>

10/10/2016   Prentice Wealth Management is Hiring!

1/15/2015     William J. Prentice II elected to RIT’s Alumni Advisory Board

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.