Prentice Wealth Management, LLC Email Format

Financial ServicesNew York, United States2-10 Employees

Prentice Wealth Management, LLC operates in the financial services sector, providing wealth management and financial planning services aimed at helping clients reach their goals. The team emphasizes adherence to a formal planning process and draws on more than a century of combined experience to address a wide range of financial issues. By keeping a small, select adviser group, the firm aims to deliver a highly engaged, personalized service tailored to each client. Based in Rochester, New York, the firm offers securities through LPL Financial and provides advisory services as an SEC-registered investment adviser. It operates as a separate entity from LPL Financial, reflecting a defined partnership for product delivery while maintaining its own advisory framework. In July 2020, the firm announced the addition of Timothy Olsen as a wealth planner, indicating ongoing team expansion to enhance client service.

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