A complete list of active advisors currently associated with PR Squared Wealth Management LLC

Warmer can help you find a great advisor at PR Squared Wealth Management LLC or one who fits your needs even better.

PR Squared Wealth Management serves individual investors and retirement plan sponsors, providing asset management (both discretionary and non‑discretionary), financial planning and ongoing consulting, and ERISA 3(21) fiduciary services. The firm also implements third‑party managed‑account and model solutions (including SEI programs) and offers held‑away account oversight and plan participant education. PR Squared typically builds portfolios using model allocations, sub‑advisors and platform tools, documents client objectives and risk tolerances, and conducts account reviews at least quarterly to consider rebalancing and tax management. Notably, the brochure discloses that the firm manages client assets largely on a non‑discretionary basis (no discretionary AUM reported vs. $12,696,520 in non‑discretionary assets as of 12/31/2025), so advisers often obtain client approval before executing trades. Compared with many peers, the firm’s principals maintain outside financial businesses: they are licensed insurance agents (with a meaningful portion of their time spent on insurance activities) and one principal also conducts real‑estate consulting and is an associate broker, arrangements disclosed as potential conflicts of interest. The firm also emphasizes retirement‑plan participant education and group enrollment meetings and offers structured ongoing consulting with regular check‑ins and workshops, services that are less common among similarly supported firms.

To learn more about the advisors currently working at PR Squared Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.