Westborough, MA Office

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.