Prentis Wealth Management Group of Wells Fargo Advisors

"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

Prentis Video Transcript

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

Toll Free: 877-PRENTIS (773-6847)

Fax: (212) 953-7634

www.prentiswmg.com

Shared Team Email:

[email protected]

280 Park Avenue, 27W

New York, NY 10017

Map and Directions

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This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TN, TX, VA, VT, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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