Prentice Wealth Management, LLC

EST. AUM
$567,504,623

CONTACTS
2

CLIENT ACCOUNTS
1,034

Firm Details

Metro area Rochester
CRD Number 160052
Website prenticewealth.com
Client types

Overview

Prentice Wealth Management focuses on aligning client needs with unbiased solutions, devoid of proprietary influence. In a competitive financial services sector where firms offer diverse products, PWM distinguishes itself as an independent practice, providing objective advice and implementing client plans with high-quality solutions. Clients can trust their PWM Wealth Manager to prioritize their best interests.

Platform Details

Investment Preferences

Alternative Activity