Our Commitment

At the Prentis Wealth Management Group of Wells Fargo Advisors we are dedicated to remaining accessible, accountable and personally involved with each of our clients.

In a world of impersonal advice and automated service, we strive to provide exceptional, concierge-level service to the individuals and institutions who have entrusted us with their life savings. We have built our business upon a foundation of integrity, experience, compassion and prudent advice.

Our primary responsibility is to our clients. As a client of the Prentis Wealth Management Group of Wells Fargo Advisors, you can expect the following:

  • Professionals who listen to your goals, work to understand your specific needs, and recommend appropriate strategies.
  • An investment plan that meets your personal investment goals and responsibly diversifies your assets.
  • Ongoing assistance in organizing, consolidating and simplifying your wealth management.
  • Regular updates on your account holdings and performance.
  • Timely alerts regarding investment opportunities.
  • To be educated about the purpose and management of your accounts and the investments we recommend.
  • Professional, prompt and courteous service at all times from every member of our team.