Do you have experience working with clients like me?
How will you build an investment plan that keeps me on track toward my goals?
How are you different?
How can you help me become a better investor?
Prentis Wealth Management Group of Wells Fargo Advisors
At the Prentis Wealth Management Group of Wells Fargo Advisors,
we believe that wealth management should be personal.
Your values matter.
In a world of automated service and impersonal advice, we strive to provide truly individualized financial guidance and exceptional service to the individuals, families and institutions who have entrusted us with their life savings. We build and manage customized portfolios to help each client plan for the long term, particularly when so much of the short term may seem uncertain.
We are:
Principled
We offer you a foundation of integrity, experience, compassion and prudent advice.
Accountable
We are accountable for the decisions we make and the recommendations we give.
Resourceful
We search the entire investment universe to find or create the distinct strategies that can meet your unique needs.
Since 1981, we have helped clients design retirement plans, fund educations, buy, grow and sell businesses, create legacies, and pass on their wealth—and values—to future generations.
"A true sense of financial security comes from having a solid plan."
Award-winning Team
The Prentis Wealth Management Group of Wells Fargo Advisors has been recognized as one of Forbes Top Wealth Management Teams in 20221 and Forbes Best-in-State Wealth Management Teams in 2023 and 20242.
Peter Prentis, CFP® Managing Director- Investments and Michael Prentis Knuff, CFP®, CPWA®, CIMA™, CDFA® Managing Director- Investments have respectively been recognized as top advisors for several consecutive years.
Peter has been named a Forbes Best-in-State Wealth Advisor yearly from 2018 - 20243.
Michael has been named a Forbes Best-in-State Wealth Advisor yearly from 2021 - 2024 and has also been named a Forbes Top Next-Gen Wealth Advisor yearly from 2018 - 20204.
12022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
22024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials.
32024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023: Awarded April 2023; Data from 6/30/21 - 6/30/22. 2022: Awarded April 2022; Data from 6/30/20 - 6/30/21. 2021: Awarded February 2021; Data from 6/30/19 - 6/30/20. 2020: Awarded January 2020; Data from 6/30/18 - 6/30/19. 2019: Awarded February 2019; Data from 6/30/17 - 6/30/18. 2018: Awarded February 2018; Data from 6/30/16 - 6/30/17. Fee paid for use of marketing materials.
42020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com). 2019: Awarded June 2019; Data from 3/31/18 - 3/31/19. 2018: Awarded July 2018; Data from 3/31/17 - 3/31/18. Fee paid for use of marketing materials.
The Forbes Top Wealth Management Teams, Best-in-State Wealth Advisors, and Top Next-Gen Wealth Advisors rating algorithms are based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Advanced Professional Certifications
A CDFA® professional is a financial professional skilled at analyzing data and providing advice on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.2
The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards
5The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Our Expertise
The Prentis Wealth Management Group has the depth and breadth of experience to provide personal retirement and wealth planning, discretionary investment management—and everything in between.
Getting Started - Let’s Talk
