A complete list of active advisors currently associated with Pruvise

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

PruVise is a state-registered investment adviser that provides ongoing asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. Services described in the brochure include portfolio construction and monitoring, cash flow and retirement planning, tax reduction strategies, and tailored long‑term investment plans. The firm typically manages accounts on a discretionary basis when clients grant limited trading authorization and describes using fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis in portfolio and planning work; as of December 31, 2025 it reported $150,000 in discretionary assets and no non‑discretionary assets. PruVise may also recommend private investment funds, accepts client‑imposed restrictions, and may select and appoint sub‑advisors to provide investment management or further delegate authority. What is distinctive in PruVise’s brochure is the firm’s concurrent accounting and business consulting practice, with supervised persons disclosing they spend a substantial portion of their time on those non‑advisory activities and the firm noting the related conflicts and disclosures. The brochure also highlights that PruVise may grant sub‑advisors broad authority (including fee deduction authority and potential further delegation) and that its advisory operations are conducted at a relatively small asset scale, features prospective clients may weigh when evaluating the firm.

To learn more about the advisors currently working at Pruvise, 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.