Prentice Wealth Management, LLC

Prentice Wealth Management provides a preeminent wealth management experience to those appreciating a partner focused on superior service. A financial planning firm founded in 2008, PWM was established to address client needs with solutions in an unbiased, non-proprietary environment. The vision was to introduce a business model that engaged people in informed, trusting relationships that would enable them to achieve their ambitions and dreams built around an agreed-upon financial plan. These relationships would be comprehensive in nature; established upon a foundation of professional competency and transparency, coupled with client education and a combined commitment to service beyond what is commonly experienced within the financial industry. In today’s competitive financial services environment, most firms have myriad products and services at their fingertips, however many institutions are bound by or biased toward selling proprietary financial products, which has magnified the need for honest and unbiased advice. PWM was created as a solution to such conflicts of interest. An independent wealth management practice free of proprietary products, you can trust your PWM Wealth Manager will be objective, work in your best interest and implement your plan with best-in-class solutions. Prentice Wealth Management provides a preeminent wealth management experience to those appreciating a partner focused on superior service. By retaining a select group of Wealth Managers in counsel to a limited number of clients, our Wealth Managers work collaboratively to address the needs of families and small business owners from our Rochester, NY office.

Address: 110 Linden Oaks Drive Ste F, Rochester, NY 14625 USA

Phone: +1 585 218 0001
FAX: +1 585 218 0097