Wealth Services

We believe that disciplined management while diversifying risks via asset allocation, industry, sector and style, can help build wealth and preserve capital.

The wealth management approach of the Prentis Wealth Management Group may address several of our clients' needs including: investments, tax planning strategies, borrowing, insurance, retirement and/or estate planning strategies. Please note that while we are not lawyers or accountants and we do not provide legal or tax advice, our process and discipline does encourage collaboration with a client's own legal and tax advisors.

In order to fully address our clients' wide-ranging needs we offer access to the following services:

Portfolio Management
Lending Services through Wells Fargo affiliates
Insurance Services,1
Retirement Planning
Family Wealth Preservation2
Institutional Consulting Services
Socially Responsible / Social Impact Investing
Cash Management
Business Financial Services
Executive Services
Gifting strategies for Family and Individuals
Foundations and Endowments

1. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. May not be available in all states.

2. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.