A complete list of active advisors currently associated with Prevail Wealth Management

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

Prevail Wealth Management provides personalized financial planning and ongoing wealth and investment advisory services to individuals (including high-net-worth clients), families, trusts, foundations, non-profits, and business entities. The firm’s services described in the brochure include comprehensive financial planning, individual portfolio management, Prevail Select model portfolios, retirement-plan consulting and ERISA fiduciary services, managed variable annuity sub-accounts, limited hourly engagements, and account-aggregation reporting. Prevail operates as a fee-only fiduciary and generally manages client accounts on a discretionary basis using written Investment Policy Statements and balanced model portfolios with equity exposures that typically range from 0% to 90%. The firm emphasizes diversified allocations implemented largely with ETFs, index and mutual funds, and applies asset-location and tax-aware practices (including combining related accounts) to seek improved after-tax outcomes; accounts are reviewed at least quarterly. Noteworthy in the brochure is the concentration of responsibility: Prevail reports approximately $260.8 million in assets under management and serves roughly 264 clients under one primary advisor, a client count and AUM-per-advisor profile that is uncommon among supported firms. The firm also highlights ERISA 3(38) retirement-plan services, management of VA sub-account model portfolios, and institutional custody relationships (including Schwab and TradePMR) with disclosures about custodial services and related benefits.

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