Prentice Wealth Management, Llc
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- Prentice Wealth Management, LLC is a family wealth management financial services firm headquartered in Rochester, New York. We provide a pre-eminent wealth manage experience to those appreciating a partner focused on superior service. By retaining a select group of Wealth Managers in counsel to a limited number of clients, we work collaboratively to address the needs of families and small business owners from our Rochester, NY office and regional hubs. Our philosophy and values are as follows:Do for clients as we would do for ourselves, our families and our loved ones.Maintain a high level of expertise and commitment to ongoing professional development Provide a respectful, collaborative work environmentProvide unparalleled responsiveness to serve every clientBe a leader and advocate for sharp governanceFar exceed industry expectations for ethics and complianceSpecialtiesAdvisory ServicesComprehensive Generational Financial PlanningPortfolio & Consolidated Stock ManagementRetirement Income, Distribution & AlphaBeta ManagementLeverage OptimizationSpecial Needs Planning for Children and AdultsCollege and Financial Assistance PlanningSeparation & Divorce Financial Planning & AnalysisInsurance & Risk AnalysisLong-term Care & Medicaid Financial PlanningLegacy Planning & Charitable GiftingCorporate ServicesBusiness Valuation AnalysisBusiness Continuity & Transfer PlanningEmployer Sponsored Retirement Plan DesignEmployer Sponsored Group Insurance Plan DesignFinancial Planning as an Employee BenefitDeferred Compensation & Executive Benefit PlanningSecurities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Prentice Wealth Management LLC an SEC Registered Investment Advisor. Prentice Wealth Management LLC and Cadaret, Grant & Co., Inc. are separate entities.
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Headquarters:110 Linden Oaks Suite F, Rochester, New York, United States
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Phone Number: +1 585-218-0001
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Website: https://www.prenticewealth.com
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Employees:6
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Revenue:$1 - 10M
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Legal Name:Prentice Wealth Management, Llc
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Prentice Wealth Management, Llc's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Prentice Wealth Management, Llc
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Where are Prentice Wealth Management, Llc's Headquarters?
Prentice Wealth Management, Llc's Headquarters are in 110 Linden Oaks Suite F,Rochester,New York,United States
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What is Prentice Wealth Management, Llc's phone number?
Prentice Wealth Management, Llc's phone number is +1 585-218-0001
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What is Prentice Wealth Management, Llc's official website?
Prentice Wealth Management, Llc's official website is https://www.prenticewealth.com
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What is Prentice Wealth Management, Llc's Revenue?
Prentice Wealth Management, Llc's revenue is $1 - 10M
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What is Prentice Wealth Management, Llc's NAICS code?
Prentice Wealth Management, Llc's NAICS code is 523930
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How many employees are working in Prentice Wealth Management, Llc
Prentice Wealth Management, Llc has 6 employees
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What is Prentice Wealth Management, Llc's Industry?
Prentice Wealth Management, Llc is in the industry of Financial Services
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Who is Prentice Wealth Management, Llc's Director Of Operations?
Prentice Wealth Management, Llc's Director Of Operations is Rebecca Hilchey