Prism Wealth Management
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About
Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and client-tailored financial planning. The firm delivers portfolio management via access to AE Wealth Management’s sub-adviser platform and a co-advisor relationship with Gradient Investments, and provides financial planning reviews at no additional cost.
The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory and is implemented primarily through third‑party model portfolios and sub‑advisors; Prism has discretionary authority to select models and to hire or fire sub‑advisors and conducts periodic account reviews and rebalancing. The firm’s platform includes model types such as Tactical and Defined Outcome strategies and underlying funds that, as disclosed in the brochure, may employ derivatives and entail manager- and liquidity-related risks.
Prism is notable among peers for its affiliation with an insurance company (Prism Annuity & Life Co., LLC) and for advisors who also act as licensed insurance agents, a business activity that the brochure says can consume a sizable portion of advisor time and that is disclosed as a potential conflict of interest. The firm also describes an incentive‑sharing arrangement with its co-adviser (Gradient Investments) under which Prism may receive a portion of advisor fees once AUM thresholds are met, a compensation feature that is less common among similar supported firms.
Client services
Expertise
Fee options
Client Directed Accounts have a flat fee of $300.
$0+: 1.5% All Assets+: 1.65% total annual fee (includes 0.65% Gradient Investments fee + 1.00% Prism Wealth Management fee) for Custom Indexing - Strategic portfolio All Assets+: 1.50% total annual fee (includes 0.50% Gradient Investments fee + 1.00% Prism Wealth Management fee) for Strategic, Allocation, Tactical, Defined Outcome, Private Wealth portfolios All Assets+: 1.00% total annual fee (includes 0.40% Gradient Investments fee + 0.60% Prism Wealth Management fee) for Preservation portfolios
Investment Advisor Representatives receive commissions on insurance products sold; separate compensation not included in advisory fees.
Quarterly Service Fee of $15 per account or investment strategy charged for technology and reporting.
Main office
127 E Liberty St, Suite 300
Wooster OH 44691
Advisors at this office
4
Most active in
Ohio
Also doing business as
Prism Wealth Management · Prism Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert D
Series 65
Wooster, OH
Prism Wealth Management
Robert Dodaro is a financial advisor at Prism Wealth Management with nine years of industry experience and a Series 65 credential. He has held roles at multiple firms including AE Wealth Management and Star Financial, and he serves as a board member and treasurer for the United Way of Wayne and Holmes Counties. Dodaro is also involved in several related business activities, including insurance sales and serving as a member of Prism Annuity & Life Co., LLC. Prism Wealth Management provides discretionary asset management and tailored financial planning to individual and high-net-worth clients. The firm utilizes third-party model portfolios and sub-advisors, combining fundamental analysis with Modern Portfolio Theory, and offers financial planning reviews at no additional cost.
Matthew G
Series 66
Wooster, OH
Prism Wealth Management
Matthew Gilbert is a financial advisor at Prism Wealth Management with seven years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and Edward Jones. Outside of financial advising, he is involved in a construction business as a carpenter. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and client-tailored financial planning. The firm combines fundamental analysis with Modern Portfolio Theory, using third-party model portfolios and sub-advisors, and offers financial planning reviews at no additional cost.
Ghadi S
Series 65
Wooster, OH
Prism Wealth Management
Ghadi Sabbagh is a financial advisor at Prism Wealth Management in Wooster, Ohio. He holds a Series 65 designation and has been with Prism since 2024. Prior to his advisory role, Ghadi’s background includes experience at Huntington National Bank and a variety of other positions including work at Continental Cuisine and Incept. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and tailored financial planning, utilizing third-party model portfolios and sub-advisors within a framework that combines fundamental analysis and Modern Portfolio Theory.
Kaleb L
Series 65
Wooster, OH
Prism Wealth Management
Kaleb Lamb is a financial advisor at Prism Wealth Management with a Series 65 license and one year of industry experience. Prior to joining Prism, he held roles at Dougless Turf & Landscaping, Xcess Limited, and Tignors Hometown Hardware. He was also a full-time student for over a decade. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and tailored financial planning, utilizing a mix of third-party model portfolios and sub-advisers to implement its investment strategies.
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