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…
Non
Profits
We believe that non-profits warrant preferential pricing when paying for financial services…
Recent Blog Posts
Stay Informed!
Financial Spring Cleaning
With the arrival of spring comes inevitably the time for spring cleaning. And what better to spring clean than your finances? So, how do you spring clean your finances? How do you prepare your wealth for the summertime? Get out your metaphorical broom and sponges and let’s get started.
Tips for Preventing Identity Theft
Protecting yourself from identity theft is essential, and in order to truly secure your financial life, you must take a number of steps. From the information you share on checks to the online passwords you create, thieves can steal your identity in a variety of ways. To help proactively prevent identity theft, begin by following these tips…
Traveling on a Retirement Budget
The vistas. The glorious landscapes. The sunsets. The
quaint towns, the adventures. The sights and sounds of
traveling. All of it. But is it lost once you retire?