About PRISM WEALTH MANAGEMENT
PRISM WEALTH MANAGEMENT is a reputable financial advisory firm that provides comprehensive financial services to clients. With a team of experienced and knowledgeable advisors, PRISM WEALTH MANAGEMENT is dedicated to helping clients achieve their financial goals and secure their financial future.
How PRISM WEALTH MANAGEMENT Helps Clients – Key Takeaways:
Through a personalized and holistic approach, PRISM WEALTH MANAGEMENT assists clients in creating and implementing a customized financial plan that aligns with their unique needs and objectives. The firm focuses on providing sound financial guidance and solutions to help clients build and protect their wealth over time.
Facts and Insights
As of 2021, PRISM WEALTH MANAGEMENT manages over $500 million in assets for clients across the country. The firm has been in business for more than 20 years, serving as a trusted partner for individuals, families, and businesses.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | 20+ years |
Financial Services Offered
PRISM WEALTH MANAGEMENT offers a wide range of financial services to address different aspects of their clients’ financial lives. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning. By leveraging their expertise and resources, the advisors at PRISM WEALTH MANAGEMENT provide clients with a comprehensive and coordinated financial strategy.
Client Types
The team at PRISM WEALTH MANAGEMENT works with a diverse client base that includes individuals, families, and businesses. They cater to the unique financial needs and goals of each client, providing tailored solutions that align with their specific situation.
Fees & Compensation
PRISM WEALTH MANAGEMENT operates on a fee-only compensation model, which means they do not receive commissions or compensation from third-party companies for recommending specific products or services. This allows the firm to provide unbiased and objective advice to clients, ensuring their best interests are always the top priority.
Background
The principal advisor of PRISM WEALTH MANAGEMENT, John Smith, has over 25 years of experience in the financial industry. He holds multiple industry certifications and has a solid track record of helping clients achieve their financial goals. The team at PRISM WEALTH MANAGEMENT undergoes continuous training and education to stay updated on the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, PRISM WEALTH MANAGEMENT has a fiduciary duty to act in the best interests of their clients. This means they must disclose any potential conflicts of interest and always put their clients’ needs first. The firm is also transparent about their fees and potential risks associated with investments, ensuring that clients are fully informed and can make well-informed decisions.