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!
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?
Why You Should Invest in Foreign Markets
Diversification helps balance out the two aspects of investing: risk and reward. Diversifying your portfolio of investments by investing in emerging and foreign markets outside the United States can help you in the long-term.
Getting Goals Right
As we embark on a new decade, it’s
natural to wonder about what lies
ahead. A century ago, they called them
the “Roaring Twenties,” but what will
be the hallmark of this era? We can
be sure it will bring both challenges
and opportunities. The new year is a
great time to evaluate our goals, make
course corrections, and give ourselves
permission to dream big.