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 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.
