Prentice Wealth Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
110 Linden Oaks Ste F, Rochester, New Yo...Phone Number
(585) 218-0001Website
www.prenticewealth.comRevenue
<$5 MillionIndustry
About Prentice Wealth Management
Prentice Wealth Management is an independent fiduciary advisory firm dedicated to providing lifetime financial partnership for families. They offer a range of comprehensive services including financial planning, investment management, tax optimization, and legacy planning, tailored to meet the unique needs of their clients. Their target clients include growing families, pre-retirees, retirees, individuals in life transitions, entrepreneurs, and non-profits. The firm emphasizes building long-term relationships and providing personalized service to empower clients in achieving their financial goals.Explore more
Prentice Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Prentice Wealth Managemen...
<$5M
1-10
Private
-
2008
ST
Shawn TesoroChief Investment Officer, Knightbridge Capital
Prentice Wealth Management Tech Stack
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Prentice Wealth Management is an independent fiduciary advisory firm dedicated to providing lifetime financial partnership for families. They offer a range of comprehensive services including financial planning, investment management, tax optimization, and legacy planning, tailored to meet the unique needs of their clients. Their target clients inc... Read More
