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!
The Broadening Landscape of Sustainable Investing
Assets in sustainable funds now exceed $1 trillion. This means, more than one-quarter of assets under management globally are being invested based on the premise that ESG (environmental, social, and governance) factors can materially affect a company’s performance and market value.
The Impact of Stock Dividends on a Retirement Portfolio
Retirement portfolios aren’t what they used to be.
Today’s environment of rising life expectancies, low bond yields, and elevated stock market valuations is unparalleled. Retirees cannot control many of these factors. Many feel helpless to the ebbs and flows of the market.
But, there is something that all investors can control: expectations. By looking at historical figures and making conservative, educated predictions about the future, retirees can better prepare themselves for whatever lies ahead.
10 Cyber Security tips for Everybody
On April 29th, a hack into Colonial Pipeline, the largest pipeline in the United States, forced the company to suspend operations for more than a