Company Profile
Industry:Financial Services
Registration:Dec 28, 2007
Site:prenticewealth.com
Phone:
Description:Prentice Wealth Management, LLC is a family wealth management financial services firm headquartered in Rochester, New York. At PWM, we believe the increasing breadth of products and services has amplified the need for entirely independent and unbiased advice. We provide a pre-eminent wealth manage experience to those appreciating a partner focused on superior service. By retaining a select group of Wealth Managers in counsel to a limited number of clients, we work collaboratively to address the ...
Addresses:110 Linden Oaks, Rochester, NY 14625
110F Linden Oaks, Rochester, NY 14625 (Physical)
110 Linden Oaks Dr., Rochester, NY 14625 (Physical)
State ID:3610533
Business type:Domestic Limited Liability Company
Member:William J. Prentice Ii / Manager 110 Linden Oaks Dr., Rochester, NY 14625 (Physical)
Agent:Incorp Services, Inc 44 School Street Suite 325, Boston, MA 02108 (Physical)
Founded:2008
Categories:Financial Counselors
Specialties:Family Wealth Management, Financial Planning, Investment Management, Insurance Facilitation
Company size:1-10 employees
Summary
The organization Prentice Wealth Management, Llc operates in Financial Services field. The organization Prentice Wealth Management, Llc was registered on Dec 28, 2007. We have information about one employee who works here. A registered office address of Prentice Wealth Management is 110 Linden Oaks, Rochester, NY 14625. Another office of the organization is located at 110F Linden Oaks, Rochester, NY 14625. Call the organization at phone: 1-585-218-0001. Visit the official website of Prentice Wealth Management for more information.
Who has worked at Prentice Wealth Management, LLC
| Position at Prentice Wealth Management, LLC | Previous job position | |
|---|---|---|
| Mark Adam | Vice PresidentSince Apr 2009 |
Adam Financial PlanningPresident Since Mar 2007 |
Former Employees
| Position at Prentice Wealth Management, LLC | Next job position | |
|---|---|---|
| Michael O'connor | Financial Advisor2009 - 2010 |
HRM Options, LLCPresident Since 2010 |