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.
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
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?
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.
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.
Pro-Active Tax Planning
Estate & Family Wealth Planning
Risk Management & Insurance Planning