We would like to congratulate Roy Williams for being named a 2023 Forbes/SHOOK Best-In-State Wealth Advisor!*
Congratulations to Roy Williams, Michael Williams, and John DeAngelo for being named a 2023 Five Star Wealth Manager by Five Star Professional!*
Specialized Advice. Family Approach.
When we decide to work together, we're committing to a lifelong relationship centered around your personal and financial goals. We don't start with "What do you have," but rather, "Where do you want to go?" Makes more sense, doesn't it? We want to understand who you are, what is important to you, and where you want to be in your life in order to serve you fully.
Who We Work With
We serve the diverse financial needs of our clients who are executives, business owners, physicians, retirees, pre-retirees and their families.
Individuals & Families
Whether you’re looking to safeguard your finances for future spending or creating a legacy to be passed down, our experienced advisors can help you take the next step.
Individuals & Families
Supporting a family or living on your own, you want to know either way that the wealth you’ve worked to accumulate will be sustainable throughout your life. Prestige Wealth Management Group may be the right fit for you if you’re interested in:
- Planning and implementing sound retirement options
- Building, managing and transitioning wealth
- Creating a legacy for the next generation
- Exploring charitable giving opportunities
When it comes to serving individuals and families, your personal financial goals are our first priority. Tell us your needs, and together we’ll develop an investment strategy and financial plan that’s aligned with where you are today and where you want to be in the future.
Corporate Executives
In today’s world, corporate executives face unique financial needs when nearing retirement. Whether it's deciding on pension payout options or how to handle employee stock options, we’re well-versed in these complex issues and are ready to help
Corporate Executives
You’ve spent years focused on your professional career. We've spent years focused on helping executives transition into retirement using our unique corporate executive retirement planning strategies.
Our services for executives include:
- Analyzing and planning for your company stock, concentrated positions, stock options and restricted stock options.
- Evaluating the tax consequences of selling low cost-basis stock and implementing NUA (Net Unrealized Appreciation) strategies for company stock.
- Analyzing your pension plan options as well as options for 401(k)'s, retirement plan allocations and non-qualified plans.
- Tax-controlled diversification strategies
- Evaluating hedging and covered call strategies
We know you’re busy climbing the ladder. That’s why we’ll make managing your assets hassle-free by allowing you to view your entire financial picture in one place including your stock options, 401(k) and retirement plan assets, company stock, investments, bank accounts, liabilities and credit card reward points.
Additionally, our private vaulting services put important papers at your fingertips. We’ll electronically store copies of contracts, wills and trusts, LLC’s, tax returns, insurance policies, digital pictures, copies of credit cards or passports for your convenience and easy access.
Business Owners
You’re a self-made man or woman whose turned a passion for entrepreneurship into a livelihood. Now it’s time to focus on what comes next for you and your loved ones. Are you ready to shift gears?
Business Owners
Running a business is sometimes an all encompassing job with much of your wealth tied into the business. Along the way, a focus on your personal finances may have not been the priority. However, if retirement is on the horizon, now may be the time to talk strategy for securing a sound financial future. If you find yourself asking the questions, rest assured we can help:
- Should I sell my business or keep it in the family?
- What are the tax implications of selling my business?
- How do I invest the money earned from the sale of my business for a secure retirement to sustain myself and future generations.
Physicians
From doctors and dentists to surgeons and pediatricians, we specialize in offering financial services to the medical community. Whether you’ve opened your own practice or spent years in the same hospital, our experience can help get your finances on track.
Physicians
Just as you consider yourself an expert in your field, we pride ourselves on being well-versed in the specific financial needs of physicians. Whether you’re ready to leave a practice or are entering semi-retirement, our advisors are prepared to help. Our specific services for physicians include:
- Investment Management
- Asset Protection
- Liability Control
- Benefit Review
- Disability Protection
- Major Purchase Analysis
- Retirement Income Planning
Our Unique Advantage
Most investors make isolated financial decisions through the counsel of several professionals at different times.
At Prestige Wealth Management Group, we believe that your investment advisor, financial planner, insurance advisor, accountant, and estate planner should all collaboratively work together to form the most efficient strategy for you. That's why we offer all of our services through specialists who operate under one roof, providing our clients with a uniquely integrated financial strategy built to navigate today's complex economy.
Financial Planning
Investment Management
Retirement Planning
Pro-Active Tax Planning
Estate & Family Wealth Planning
Risk Management & Insurance Planning
You Could Say We Wrote the Book on Retirement.
Written by Roy Williams, CEO of Prestige
