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!
2023 Events
Fireside Chat, Market Update Zoom Schedule
Last Wednesday of every month, 10:00-11:00 a.m.
Join Bill Prentice and Shawn Tesoro on our monthly Zoom call for a rundown of the latest policy actions, interest rates and inflation trajectories and any impact to the financial markets. They will also provide information on risk, opportunities and strategic thinking. To access the meeting link, please click the button below. Log in credentials will be the same for all upcoming meetings:
Meeting ID: 87690452294
Passcode: 347358
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.
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. Visit our picnic page to RSVP and learn more.
Food, Fun and games for the whole family!
2022 Events
Hillside's Special Santa Program
November 1-December 11, 2022
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.
Visit our Special Santa page to learn more.
SBC Cares Thanksgiving Appeal - November 16, 2022
We’d love to have you join us in collecting food donations for local families in need. Last year our goal was 15 boxes and with the help and generosity of our clients and associates we were able to exceed our goal and build 20 boxes!! 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.
Please visit our Thanksgiving Appeal page to sign up and learn more.
Medicare 101 - September 15, 2022
1225 Jefferson Rd. Suite A03 Rochester, NY 14623
Presented by Brian Maust at Maust & Leone Medicare Advisors in Henrietta, New York.
Learn all the ins and outs of Medicare prior to open enrollment in October 2022. Brian will walk you through the enrollment process and help you select the most appropriate plan for you.
Click here to RSVP and learn more.
Sunday, August 28, 2022 12:00 - 2:00 p.m.
King's Bend Park, Pittsford - North Lodge
Client Picnic and Shredding Event to Benefit Rochester Area Veterans
Join us for our annual client appreciation picnic and veterans benefit at the North Lodge, rain or shine! Complimentary hot sandwiches and ice cream provided by Meat the Press and LuGia's. Visit our picnic page to RSVP and learn more.
Food, Fun and games for the whole family!
Friday, July 29, 2022
Inaugural PWM Skills Clinic
Take your golf game to the next level with Irondequoit Country Club's Head PGA golf professional, Ben Wilson!
Click here to learn more and reserve your spot.
Prentice Wealth Management in the News
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.
Press Releases
Click the links below to read more...
8/16/2023 - PWM Relocates and Reaffirms Commitment to Upstate New York.
8/16/2023 -Doug Greene, CFP®, CLU® and Eliscia Cassavaugh Join Prentice Wealth Management
4/6/2023 - Maddy Davidson Joins Prentice Wealth Management
7/1/2020 - Prentice Wealth Management adds a second Affiliate in Central New York.
5/13/2019 - Kerrin Pestke joins Prentice Wealth Management team.
2/21/2019 - Prentice Wealth Management adds affiliated office in central New York.
5/7/2018 - Prentice Wealth Management adds tax preparation services.
4/18/2018 - Prentice Wealth Management completes its 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 Management
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