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

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

PR Wealth Management Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm offers both portfolio management and modular financial planning, and it implements client strategies primarily through model portfolios run by third‑party sub‑advisors. PR Wealth Management develops an Investment Policy Statement for each client and relies on sub‑advisors’ model portfolios that emphasize mutual funds, ETFs, modern portfolio theory, and long‑term purchase strategies; account reviews are conducted at least semi‑annually. Clients may engage the firm on a discretionary basis (with trading authority granted to the firm/sub‑advisors) or on a non‑discretionary basis where the client must approve transactions before execution. Notable features that distinguish the firm from many peers include its explicit use of sub‑advisors and back‑office arrangements (disclosing relationships with Forum Financial Management, LP and legacy use of AssetMark) without charging clients additional sub‑advisor fees, and its operation under a separate DBA. The firm also discloses that some advisers maintain broker‑dealer and insurance licenses—resulting in commission‑based compensation separate from advisory fees—and that it will not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at PR Wealth Management Group, 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.