PRW Wealth Management Employee Directory

Q: What is PRW Wealth Management known for?

PRW Wealth Management was founded in 1989. PRW Wealth Management operates in the Investment Management industry.

Q: How many employees does PRW Wealth Management have currently?

PRW Wealth Management has approximately 22 employees.

Investment ManagementMassachusetts, United States11-50 Employees

PRW Wealth Management, LLC has been delivering client-focused, comprehensive, and independent financial guidance for over 30 years.

We focus on individuals and families that have gained wealth through entrepreneurship, successful professional careers, or life transitions (business sale, divorce, inheritance).  Institutional clients include non-profit endowments and foundations whose assets are designed to last in perpetuity.  Our clients seek careful stewardship over their assets and sound advice from a firm they can trust.

Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.


Financial Industry Regulatory Authority: www.FINRA.org - Securities Investor Protection Corp.: www.SIPC.org

Find PRW Wealth Management employees' phone numbers or email addresses

PRW Wealth Management Global Highlights

North America
14

United States Of America
14

Europe
1

Poland
1

PRW Wealth Management's Leadership

B. P.
Principal & Co-Founder
Mobile Phone
Email
D. B.
Sr. Support Advisor
Mobile Phone
Email
M. S.
Senior Executive Assistant
Mobile Phone
Email
C. M.
Senior Client Service Specialist
Mobile Phone
Email
K. V.
Senior Executive Assistant
Mobile Phone
Email
J. F.
Estate And Wealth Management Counsel
Mobile Phone
Email
G. C.
Administrative Assistant (retired)
Mobile Phone
Email
K. P.
Executive Assistant
Mobile Phone
Email

Contact profiles from PRW Wealth Management

Name

Title

Contact Info

Location

Last Update

B. P.
Principal & Co-Founder
Mobile Phone
Email
United StatesMassachusetts
Apr 23, 2024
D. B.
Sr. Support Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 19, 2025
M. S.
Senior Executive Assistant
Mobile Phone
Email
United StatesMassachusetts
Oct 25, 2025
C. M.
Senior Client Service Specialist
Mobile Phone
Email
United StatesMassachusetts
Oct 26, 2025
K. V.
Senior Executive Assistant
Mobile Phone
Email
Oct 23, 2024
J. F.
Estate And Wealth Management Counsel
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
G. C.
Administrative Assistant (retired)
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2025
K. P.
Executive Assistant
Mobile Phone
Email
United StatesMassachusetts
Mar 20, 2025
K. S.
Executive Administrator
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is PRW Wealth Management known for?

PRW Wealth Management was founded in 1989 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-617-745-****

. Explore PRW Wealth Management's company overview page for more information.

What is PRW Wealth Management's most common email format?

PRW Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PRW Wealth Management email formats with LeadIQ.

How many employees does PRW Wealth Management have currently?

PRW Wealth Management has approximately 22 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are PRW Wealth Management's key employees and leadership?

As of December 2025, PRW Wealth Management's key employees include:

Principal & Co-Founder: B. P.
Sr. Support Advisor: D. B.
Senior Executive Assistant: M. S.
Senior Client Service Specialist: C. M.
Senior Executive Assistant: K. V.

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