Skip to content

[ Success by Design ]

  • Talent
    • Talent
    • Extended Professional Network
    • Supporting Our Community
  • Insight
    • Business, Financial & Economic News
    • Financial Articles
    • The Value of a Human Advisor
    • Market Data Center
    • Media Center
  • Resources
    • Announcements & Events
    • Business, Financial & Economic News
    • Client Picnic
    • Client Resources
    • Covid-19 Resources
    • Financial Articles
    • Invitational Skills Clinic
    • Protect Yourself from ID Theft
    • PWM Family Resource Binder
    • Smarsh
    • Tax Preparation Resources
  • Contact
    • Contact Form
    • Find Us
    • Vendor Meeting Request
    • The best way to contact our office
  • Disclosures
    • Annual Disclosures
    • Form ADV Part 2A
    • Form CRS
    • PWM Privacy Policy

wealth transfer

An Estate Plan or a Wealth Transfer Strategy?

October 24, 2017Constance CiaricoFinancial, Investments, IRAs, Market News, Uncategorized

Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none …

Tagged estate planning, wealth transfer

Securities and advisory services offered through Cadaret, Grant & Co. Inc. a Registered Investment Advisor, and member FINRA/SIPC.  Additional advisory services offered through Prentice Wealth Management, LLC, a SEC Registered Investment Advisor.  Prentice Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.

 

© 2020 Prentice Wealth Management, LLC

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.

© 2022  Business Times By Prosys Theme. Powered by WordPress