.. Since 1981, the Prentis Wealth Management Group has provided the personal, individualized attention of a boutique firm. We have the comfort of being a part of Wells Fargo Advisors, a nationwide, diversified financial services company and one of the world's largest investment firms.
  • "We help clients organize, consolidate and simplify their financial lives."
    –Joseph Bennett

  • "A true sense of financial security comes from having a solid plan."
    - Peter Prentis

  • "Before we invest, we listen to our client's needs."
    - Andrew Bevan

  • "Prudence, compassion, experience and integrity are the hallmarks of a great financial advisor."
    – Michael Knuff

  • "Effective investment management takes a combination of time, temperament, training, experience and patience."
    – Stuart Bevan

 

Since 1981, the Prentis Wealth Management Group of Wells Fargo Advisors has assisted clients in accomplishing their life and financial goals via a robust set of planning and investment management services. We provide the highly personalized, concierge-level service of a boutique firm, while offering comfort, security and stability under the umbrella of Wells Fargo & Company, one of the world’s largest and strongest financial institutions.

*Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

Contact Us

 
  • Phone: (212) 953-7633

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  • Toll Free: 877-PRENTIS (773-6847)

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  • Fax: (212) 953-7634

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals