Prentice Wealth Management, LLC

Prentice Wealth Management, LLC is a leading independent fiduciary advisor dedicated to building lifetime financial partnerships for families across New York and beyond. Established in 2008, we provide comprehensive financial planning, investment management, and tax optimization services, alongside specialized expertise in estate planning, eldercare, and business owner strategies. Our team of experienced professionals, boasting over 120 years of combined industry knowledge, prioritizes client relationships and delivers tailored solutions designed to help families achieve their long-term goals with confidence. We differentiate ourselves through our commitment to independence, personalized service, and a collaborative approach, ensuring clients receive unbiased advice and a dedicated partner throughout their financial journey. We’re more than just an investment firm; we’re a trusted resource for navigating life’s significant transitions and preserving wealth for generations to come. We specialize in helping growing families, pre-retirees, individuals in life transitions, entrepreneurs, non-profits, and those planning for eldercare or special needs.