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!
Enough is Enough! When to Stop Working and Enjoy Retirement!
Retiring well and enjoying your golden years requires a lot more than just qualifying for Social Security. Social Security’s average retirement payment is only $1,503 a month, and that can leave a big gap between your monthly living expenses and the money that Social Security provides.
4 Ways to Save for Your Child’s or Grandchild’s Education
There is one thing that is becoming as certain as death and taxes; that is, the cost of a college education is growing fast in the United States. Thus, it is never too early to begin saving for your child of grandchild’s college.
Long-Term Care Insurance- Is It Worth the Hefty Cost?
The odds are that if you are approaching retirement, a question you keep asking yourself is how will you cover nursing home or home care expenses. Long-term care insurance helps you make sure that you can afford one of the largest expenses a retired person may face- without burdening your children or spending their inheritance when the time comes. Still, millions of Americans skip long-term care insurance because of the cost associated with the plans…