Founded in 2008, Prentice Wealth Management, LLC is the manifestation of our core values, providing honest and unbiased advice, unbound by any proprietary influence. We hold ourselves to the highest standards and strive to treat every client as if they are a friend or family member. As founder of Prentice Wealth Management (PWM) and the Managing Partner for its family of brands, I provide strategic direction for the firm and oversee all aspects of our wealth management processes. Our systematic approach works in collaboration to address the financial needs of families and small business owners, while reinforcing our distinctive client experience. At PWM, our conviction to our core va
William Prentice
Founder & Managing Partner
Prentice Wealth Management
United States, New York, Rochester
About Me
Profile Information
Founder & Managing Partner
Prentice Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Rochester
New York
United States
Aug 20, 2024
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