A complete list of active advisors currently associated with Prestige Wealth Management Group, LLC

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

Prestige Wealth Management Group serves individuals (including high‑net‑worth clients), business entities, trusts, estates, charitable organizations and retirement plans, providing discretionary investment management on either a wrap or non‑wrap basis as well as standalone financial planning and consulting. The firm manages accounts through traditional vehicles such as mutual funds, ETFs, separate account managers and independent managers, and also provides reporting and aggregation services via eMoney. The firm implements a range of strategies (long‑term, short‑term and trading) and treats cash as an asset class while offering more customized options such as direct indexing and allocations to Unified Managed Accounts (UMAs) or separately managed account programs. The brochure also discloses the use of AI tools for analysis and controls around those tools, and specifies that the firm will not exercise discretionary authority to purchase cryptocurrencies without client authorization. What distinguishes Prestige from many peers is its network of firm‑level affiliations: it is affiliated with Prestige Wealth Services Group, Inc. (d/b/a Pillar Strategies), an SEC‑registered adviser that sponsors UMAs, and with Prestige Accounting Services Group (PASG), an accounting firm; the brochure discloses the potential conflicts and additional fees that can arise when clients are allocated to affiliated UMAs. The firm is also a sponsor of a wrap fee program and notes that certain representatives are licensed as insurance agents and registered with a broker‑dealer (Osaic) to implement commission products, arrangements the brochure identifies as creating potential conflicts of interest.

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