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!
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…
Dividends
Dividends are distributions in the form of cash or additional stock given to the investors from a publicly traded firm, mutual fund, or exchange-traded fund (ETF). Dividends come from the company’s earnings and can be allocated on a regular frequency or on an ad-hoc basis. Dividends are common in the basic materials, oil and gas, banks and financials, healthcare and pharmaceuticals, and utilities industries. Dividends are less common in the technology and biotech industries as they often reinvest their earnings into company growth…
A Primer on Dividends
When interest rates start trending lower, many of my clients come to me with questions about income-generating investments, like dividend-yielding stocks. Depending on your risk tolerance and long-term goals, dividend-yielding stocks may play a role in your portfolio. But first, let me lay out some information that may be helpful as you weigh your choices.