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!

Finance

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.

Read More »
Finance

Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy.

Read More »
Finance

Don’t Be Your Own Worst Enemy

One of the most well-known investors of the 20th Century, Benjamin Graham, said, “the investor’s chief problem – and even his worst enemy – is likely to be himself.” What Graham understood – and modern research is catching up to – is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive premodern times can be counterproductive in our modern world, especially when it comes to investing.
Let’s take a quick look at a few of the human emotions and biases that can adversely impact sound investment decision-making.

Read More »