The Prutzman Advantage
As a comprehensive wealth management firm, we strive to provide the highest quality of services to individuals, estates, trusts, charitable organizations and small businesses in all areas of financial planning.
Placing the Clients’ Needs First
At Prutzman Wealth Management , you will receive advice that is objective and free of conflicts-of-interests. As a firm we are able to put the financial needs of our clients first and foremost because:
• Our compensation is 100% fee-only. That means that we do not earn commissions or otherwise profit from the sale of financial products.
• We also are 100% independently owned, and therefore not affiliated with any company that may put shareholders or third-party interests above the interests of their clients.
• We are a fiduciary, which means by law, we are required to put your interests ahead of our own. This is both a legal and ethical standard that we take very seriously and that brokerage firms and many other advisors who work on commission are not required to follow.
You deserve the most dedicated and experienced team to manage your wealth. At Prutzman Wealth Management, our depth of expertise is difficult to match in the industry.
Exceptional Client Services
As a client of Prutzman Wealth Management, you have the benefit of large-firm resources, yet still receive the personalized service of a small, boutique firm. In addition to a lead advisor, you will be supported by a team of specialists familiar with your goals and readily available to assist you.