Prentice Wealth Management, LLC is an independent wealth management practice based in Rochester, NY. Founded in 2008, they provide unbiased financial advice and solutions to clients across the United States and internationally. With a team of experienced professionals and a commitment to the fiduciary standard, Prentice Wealth Management offers comprehensive wealth management services, including financial planning, investment portfolio management, tax consulting, insurance risk analysis, and business transition planning.
With a focus on client needs and a dedication to transparency, Prentice Wealth Management serves a diverse client base that includes multi-generational families, entrepreneurs, corporate executives, non-profits, and more. Their goal is to help clients achieve their financial ambitions and live life more confidently through a collaborative planning process and access to a wide range of resources and expertise. Whether clients are in the accumulation phase, planning for retirement, or concerned about wealth distribution, Prentice Wealth Management provides tailored solutions for every stage of life.
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