Life is full of decisions...this one is easy.

Don't let an algorithm manage your life's savings!

As technology continues to play an increasing role in your life, it is important to consider the implications of technology on your financial well-being.  Within the last few years, several firms have unveiled automated financial service platforms known as "robo" advisers.  Some investors have been drawn to this technology because of cost and convenience.  As a client of Prentice Wealth Management, you receive a 360-degree view of your finances along with the personal service of a wise counsel and an interpersonal relationship.  When your portfolio is challenged by the market, Prentice Wealth Management can help you overcome the fear of irrational investment decisions and keep your goals on track.


Prentice Wealth Management

"Robo" Adviser

Portfolio Management

Investment Advice

Estate Planning

Tax Advice

Insurance Products


Emotional Intelligence


Individual Attention




For more information, read Vanguard's 2022 whitepaper; Quantifying the Investor's View on the Value of Human Advice.

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