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, concierge-level 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.
- Assistance in organizing, consolidating and simplifying your wealth management.
- 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.