Prentice Wealth Management, LLC

Prentice Wealth Management, LLC

Financial-Services

Rochester, New York
United States
Company Tagline

Defending Your Tomorrow

Industry Category
Financial-Services
Company Description

Prentice Wealth Management, LLC is a leading financial services provider dedicated to helping clients achieve their financial goals. With a strong commitment to the financial planning process, Prentice Wealth Management empowers individuals and families to live more confidently. Located at 1150 Penfield Road, Rochester, New York 14625, US, Prentice Wealth Management offers a world-class wealth management experience, ensuring that clients' best interests are always at the forefront.

The firm specializes in a comprehensive range of financial services, including college financial planning, insurance facilitation, eldercare and special needs planning, family wealth management, investment management, divorce financial planning, legacy and gifting, and tax and debt optimization. Prentice Wealth Management provides tailored solutions to meet the unique needs of each client, fostering long-term financial success.

Prentice Wealth Management continues to expand its expertise and capabilities, enhancing the overall client experience. The company is committed to providing exceptional service and building lasting relationships. For more information, visit Prentice Wealth Management at https://www.prenticewealth.com. We invite the management team at Prentice Wealth Management, LLC to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services.

Key Personnel / Employees
Tim Olsen AWMA® Connie Ciarico Stephie Bleier Kaitlyn McGregor

Compare Companies Side by Side

Compare Prentice Wealth Management, LLC with 3 companies in Financial-Services

4 Companies
Comparison Field
Prentice Wealth Management, LLC
Prentice Wealth Managemen...
Main Company
Evelyn Partners
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McAdam Financial
McAdam Financial
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Rimac Capital
Rimac Capital
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Founded Year
2008 2023
Company Size
1,001-5,000 201-500 2-10
City
Rochester, New York Philadelphia, PA Bayonne, New Jersey
Country
United States United States
Skills & Keywords Comparing with main company
14 Total Skills
Financial Planning Wealth Management Investment Management Retirement Planning Estate Planning Financial Services Insurance College Financial Planning Insurance Facilitation Eldercare & Special Needs Planning Family Wealth Management Divorce Financial Planning Legacy & Gifting Tax & Debt Optimization
14 Total 2 Common 12 Unique
Match 14%
Common Skills:
Retirement Planning Wealth Management
Unique Skills:
Accountancy Charity Investment Management Corporate Finance Employee Benefits Family Office Services Forensic Services +6
14 Total 2 Common 12 Unique
Match 14%
Common Skills:
Retirement Planning Wealth Management
Unique Skills:
401(K) Optimization Advisory Business Owner Services Charitable Giving College Savings Planning Employer Benefits Optimization +6
4 Total 2 Common 2 Unique
Match 14%
Common Skills:
Retirement Planning Wealth Management
Unique Skills:
Risk Assessment Trust Advisory
4
Total Companies
2008
Oldest Founded
1
Countries
40
Unique Skills

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Alternative Company Names

This company is also known as

Prentice Wealth Management LLC 普伦蒂斯财富管理有限责任公司 प्रेन्टिस वेल्थ मैनेजमेंट एलएलसी شركة برنتيس لإدارة الثروات ذ.م.م Прентис Велс Менеджмент ООО