Prism Wealth Management
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About
Prism Wealth Management provides discretionary asset management and related financial planning primarily for individual and high-net-worth clients, delivering ongoing portfolio oversight through third‑party sub‑advisor programs. The firm manages accounts on the AE Wealth Management platform and also offers co‑advised model portfolios, while financial planning reviews (covering topics such as estate, retirement, and tax considerations) are offered as part of its advisory service.
The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory with model‑based portfolio construction, and Prism retains discretion to select and replace sub‑advisors and model strategies on behalf of clients. Some sub‑advisor models and underlying funds used in separately managed accounts may employ derivatives and other investment techniques, which the firm discloses as part of the manager‑specific risk profile.
Distinctive features of Prism include an explicit affiliation with an insurance business (Prism Annuity & Life Co., LLC) and advisory personnel who provide insurance products and receive customary commissions, a relationship the firm discloses as a potential conflict of interest. Prism also maintains a co‑advisor arrangement with Gradient Investments that includes an incentive sharing arrangement tied to AUM thresholds, creating additional revenue connections beyond the primary advisory fee.
Client services
Expertise
Occupation focus
Fee options
$0+: 1.5% annually for asset management with AE Wealth Management (flat rate, no tiers) $0+: Custom Indexing - Strategic: 1.65% annually total fee, consisting of 1.00% Prism Wealth Management fee and 0.65% Gradient Investments fee $0+: Strategic Portfolio: 1.50% annually total fee (1.00% Prism Wealth Management fee and 0.50% Gradient Investments fee) $0+: Custom Indexing - Allocation: 1.65% annually total fee (1.00% Prism Wealth Management fee and 0.65% Gradient Investments fee) $0+: Allocation & Defined Outcome Portfolio: 1.50% annually total fee (1.00% Prism Wealth Management fee and 0.50% Gradient Investments fee) $0+: Tactical Portfolio: 1.50% annually total fee (1.00% Prism Wealth Management fee and 0.50% Gradient Investments fee) $0+: Private Wealth Portfolio: 1.50% annually total fee (1.00% Prism Wealth Management fee and 0.50% Gradient Investments fee) $0+: Preservation Portfolios: 1.00% annually total fee (0.60% Prism Wealth Management fee and 0.40% Gradient Investments fee)
Investment Advisor Representatives receive commissions on insurance products sold as licensed insurance agents
Minimum fee: $300 quarterly service fee per account or investment strategy Fee-only: Financial planning provided at no additional cost
Main office
127 E Liberty St, Suite 300
Wooster OH 44691
Advisors at this office
3
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 Series 65-licensed financial advisor with Prism Wealth Management, bringing eight years of industry experience. He has worked with several firms, including AE Wealth Management and Global Financial Private Capital, and maintains involvement as a board member and treasurer for the United Way of Wayne and Holmes Counties. In addition to his advisory role, he is active in insurance sales through affiliated entities. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning, utilizing third-party sub-advisers and co-advisor arrangements. The firm employs model portfolios and strategic allocation approaches, including defined outcome strategies that may use derivatives, and manages approximately $73.8 million in discretionary assets.
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 worked at firms including J.P. Morgan Securities LLC and Edward Jones. Outside of his advisory role, he is involved in a construction business as a carpenter. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm uses third-party sub-advisers and co-advisor arrangements to implement diversified investment strategies, including model portfolios that may utilize derivatives.
Kaleb L
Series 65
Wooster, OH
Prism Wealth Management
Kaleb Lamb is a financial advisor at Prism Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Prism Annuity & Life Co., Dougless Turf & Landscaping, and Xcess Limited. Prism Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients, utilizing third-party sub-advisor programs and model-based portfolio construction. The firm combines fundamental analysis and Modern Portfolio Theory with ongoing portfolio oversight and retains discretion to select and replace sub-advisors and models.
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