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!
2024 Events
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.
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.
Most Recent Press Releases
Click the links below to read more...
7/15/2024 - PWM Welcomes Two New Client Service Administrators
8/16/2023 - PWM Relocates to Larger Space and Reaffirms Commitment to Upstate New York.
8/16/2023 -Doug Greene, CFP®, CLU® Joins Prentice Wealth Management
4/6/2023 - Maddy Davidson Joins Prentice Wealth Management
2023 Events
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.