Wealth Services

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

At the Prentis Wealth Management Group, planning for your and your family’s financial future is our main objective. We believe everyone should start with a plan. Our wealth management approach 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:

Envision® Process for Prioritizing Life Goals and Financial Objectives
Investment Strategy and Portfolio Management
Retirement Planning
Socially Responsible Investing
Access to Lending Services through Wells Fargo affiliates
Cash Management Optimization - Corporate and Personal
Insurance Services1
Multi-Generational Wealth Planning2
Institutional Investment Consulting Services
Executive Services- Company Stock-Based Compensation
Philanthropy- Gifting strategies, Donor Advised Funds, 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.

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