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Rochester, NY Office

Team
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Prentice Wealth Management LLC logo

Prentice Wealth Management LLC

Team

Firm-wide stats for Prentice Wealth Management LLC

Total advisors

5

Across 2 offices

Clients per advisor

205 Very High

Avg AUM per client

$535,463 Low

HNW client ratio

5% Very Low

About

Prentice Wealth Management advises individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other investment advisers. The firm offers discretionary investment management, model-subscription services under its Knightbridge Capital Management program, financial planning, pension consulting, insurance consulting through an unaffiliated platform, and divorce financial consulting.

PWM constructs personalized investment policies and typically manages accounts on a discretionary basis with ongoing monitoring and rebalancing, drawing on both fundamental and technical analysis. It sponsors a range of model offerings — including rules-based quantitative models, ESG‑filtered strategies, tax-aware equity models, separately managed accounts, and custom portfolios — and makes those models available to other advisers in a subscription format without providing custody.

Distinctive features include the firm’s business-to-business focus through its model subscription service for other advisers and its use of paid referral/Promoter arrangements, which the brochure discloses. PWM also provides specialized divorce and tax analysis services, partners with an insurance consultancy for implementation options, and discloses that some advisors are registered representatives able to offer commissionable products, creating additional implementation pathways and potential conflicts of interest.

Based on Prentice Wealth Management LLC

Expertise

Divorce financial planning ESG / Sustainable investing

Based on Prentice Wealth Management LLC

Occupation focus

Founder/Business Owner Retired

Based on Prentice Wealth Management LLC

Location

1150 Penfield Rd.

Rochester NY 14625

Advisors at this office

4

Advisors at this office

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Michelle W

Series 63, Series 65

Rochester, NY

Prentice Wealth Management LLC

Michelle Werth is a financial advisor with Prentice Wealth Management LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Putnam Investments. She is involved in fundraising activities for the Vera House Foundation. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and a range of specialized services, including model-subscription programs for other advisers, pension consulting, and divorce planning.

Divorce financial planning ESG / Sustainable investing Founder/Business Owner Retired
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William P

CFP®, Series 63, Series 66

Rochester, NY

Prentice Wealth Management LLC

William Prentice II is a CFP® professional with 27 years of industry experience. He is the founder of Prentice Wealth Management LLC and has worked at LPL Financial since 2025. Outside of advisory services, he is the owner of Alpine Thread, LLC and involved with other business entities. Prentice Wealth Management serves individuals, pension plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized divorce and pension consulting, utilizing both fundamental and technical analysis to manage accounts.

Divorce financial planning ESG / Sustainable investing Founder/Business Owner Retired
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Anthony V

CFP®, Series 65, Series 66

Rochester, NY

Prentice Wealth Management LLC

Anthony Vaccaro is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with Prentice Wealth Management LLC in Rochester, NY, and previously worked at LPL Financial and Cadaret Grant & Co. Inc. Vaccaro provides investment advisory services through Prentice Wealth Management, an independent registered investment advisor. Prentice Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, using both fundamental and technical analysis to construct personalized investment policies.

Divorce financial planning ESG / Sustainable investing Founder/Business Owner Retired
user avatar

Andrew S

CFP®, Series 63, Series 65

Rochester, NY

Prentice Wealth Management LLC

Andrew Schuler is a CFP® with seven years of industry experience, currently serving at Prentice Wealth Management LLC in Rochester, NY. His previous roles include positions at Manning & Napier Advisors, Sage, Rutty & Company, and NorthLanding Financial Partners. Outside of financial advisory, he was involved with Black Button Distilling for one year. Prentice Wealth Management advises a range of clients including individuals, pension plans, trusts, charitable organizations, and small businesses. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, employing both fundamental and technical analysis in managing portfolios.

Divorce financial planning ESG / Sustainable investing Founder/Business Owner Retired
View complete list of advisors at this office
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