Who We Are

Price Wealth Management professionals hold the CFP®, CDFA® and CTFA charter designations. How do these credentials benefit me as a client?

We believe expertise and continual learning differentiates some advisors from others. At PWM, our company principals and directors have pursued graduate-level training from either MBA school, professional designations, or both. This means your team of advisors has deep knowledge of personal financial planning, trust and estate administration, and securities analysis. Many competing firms outsource financial planning or investment selection to experts who work at company headquarters somewhere else. At Price Wealth Management, our CFP® (Certified Financial Planner), CDFA® (Certified Divorce Financial Analyst) and CTFA (Certified Trust and Financial Advisor) experts are in-house. This means we are deeply engaged in the management of our clients’ assets because we do all the work ourselves. Our clients know we understand them individually, and this helps them feel comfortable hiring us as their family advisor.

Transparency

Our team is committed to investing in the resources necessary to support our clients’ needs.

Strategy

We are committed to designing investment strategies that meet a variety of client goals and objectives.

Security

We offer investment options and custodial services from some of the most respected names in the financial services industry.

Download Free Guides

Browse Thru Our Collection of Guides That Offer Relevant Information on Planning for Your Retirement.

Practice Areas

Our Advisors specialize in the following practice areas. If you have any questions or second thoughts about financial planning, give one of our advisors a call today!

Life

Events

When life changes, so do your finances. We’re here to help you –  with confidence…

Investment

Planning

Our team leverages a vast network of specialized financial service offerings fit for your individual needs…

Estate

Planning

Our advisors can minimize the stress associated with the transition of your legacy…

Trust

Services

You’ve worked hard to achieve your financial goals. Your family deserves counsel and an efficient way to manage…

Insurance

Planning

NWP offers insurance choices from highly rated carriers…

Non

Profits

We believe that non-profits warrant preferential pricing when paying for financial services…

Recent Blog Posts

Stay Informed!

Business

Business Succession: How to Transfer Ownership

Building a successful business is hard, really hard. After years of sleepless nights and constant pressure and accomplishing what 8/10 of business owners can’t, you’ve created a profitable, lasting business. You may enjoy the fruits of these labors for years.

But what next?

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Finance

Tax-Deductible Charitable Giving

Donate today, pay less in April. Charitable giving is one of the surest ways to create a win-win with your wealth.
Not only does the charity benefit, but taxpayers enjoy savings on contributions that would otherwise be going to the government.

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Finance

Investing for Net-Zero

hus far, 60 countries, as well as a plethora of companies and cities, have adopted net-zero by 2050 targets. Originally proposed in the Paris Agreement, the coalition towards net zero emissions by mid-century is growing. But commitments must be backed by bold, credible actions.

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