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.
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…
Non
Profits
We believe that non-profits warrant preferential pricing when paying for financial services…
Recent Blog Posts
Stay Informed!
Digital Security and Privacy
Just as there are criminals in the real, physical world, there are criminals online in the digital (or Internet-connected) world.
International Markets
International investing means selecting global (non-U.S.) investment vehicles to include in your overall strategy to take advantage of a wider variety of investment opportunities and diversify your portfolio.
New Mobile Work Life
COVID-19 has impacted our lives in too many ways to count. One of the more notable changes as far as our work life specifically is the large uptick in employees working remotely. Within only a few weeks, the number of work-from-home employees went from 31% to 62% of the workforce. Working from home or “telecommuting” is a way in which employees use Internet connection and a computer to do work in the comfort of their own home. Many firms leverage the capabilities of Zoom, Google Hangouts, FaceTime, Skype, Cisco Webex, and other digital services to communicate via webcam, giving employees access to a pseudo face-to-face environment with their other remotely working coworkers. Overall, it was been a challenging time for many workers to transition to remote work life, but there are some benefits…