MANAGING PARTNER

ACCREDITED WEALTH MANAGEMENT ADVISOR℠

CERTIFIED FINANCIAL PLANNER™

CERTIFIED INVESTMENT MANAGEMENT ANALYST^®

As founder and Managing Partner, William J. Prentice II leads the practice at Prentice Wealth Management, LLC (PWM) partnering with a select group of clients. In addition to providing the strategic direction, he also oversees the financial planning and investment management operations for the firm. Prior to establishing PWM in 2008, William served as Vice President at Westminster Financial. He began his career in financial services as a representative with Northwestern Mutual Financial Network.

William graduated from the Rochester Institute of Technology with a finance degree. In 2010, he established the Prentice Family Endowed Scholarship for first-generation college students at RIT. He currently serves on the Dean’s Advisory Council for RIT’s Saunders College of Business and has numerous, past RIT Alumni chairperson and committee memberships to his credit. An active student mentor and volunteer career counselor at RIT, William has served in similar capacities for SUNY Brockport, St. John Fisher College and Nazareth College, and offers internship opportunities for students from these institutions at PWM.