A complete list of active advisors currently associated with Prestige Wealth Management LLC
Warmer can help you find a great advisor at Prestige Wealth Management LLC or one who fits your needs even better.
Prestige Wealth Management LLC provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. Services include discretionary portfolio management implemented under written Investment Policy Statements, financial planning that can address investment, tax and life insurance matters, and the selection or referral to third‑party investment advisers. The firm uses a mix of analytical approaches — including charting, fundamental and technical analysis, quantitative models and modern portfolio theory — and employs a broad set of strategies from long‑ and short‑term trading to short sales, margin transactions, options trading, ETFs, private placements and venture capital investments. Prestige generally seeks discretionary authority to implement clients’ Investment Policy Statements, conducts periodic reviews (at least annually) and monitors any third‑party managers to which it refers client assets. Compared with many solo independent advisers, Prestige participates as a manager in wrap‑fee programs and receives a portion of the wrap program fees as its management compensation. The firm’s principal also operates an affiliated accounting practice and may offer accounting services to clients (clients are not required to use those services), and its financial planning explicitly includes life insurance considerations; these relationships and product offerings can introduce potential conflicts of interest that Prestige discloses and says it manages.
To learn more about the advisors currently working at Prestige 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.
Name |
Location |
Years of experience |
|---|---|---|
Strongsville, OH
| 10
|
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