Prentice Wealth Management, LLC

Financial ServicesNew York, United States11-50 Employees

We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process. With over 120 years of combined experience in the financial services industry, we advise clients on a vast number of financial issues to advance their ambitions and empower them to live more confidently.  Our business model has always been one that places clients’ best interests at the forefront of every decision.  By retaining a select group of advisors, in counsel to a limited number of clients, we are deeply engaged, and deliver a world class wealth management experience.  We continue to build our team by adding expertise and capabilities to enhance the client experience.

Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Adviser. Prentice Wealth Management and LPL Financial are separate entities.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Sign up for free to view info

Email Format Employee directory