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William Prentice

Founder & Managing Partner

Prentice Wealth Management

United States, New York, Rochester

About Me

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

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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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