We provide two levels of service at Prutzman Wealth Management: Wealth Management and Portfolio Management. Wealth Management is our most comprehensive service, integrating a client's personal financial planning goals with portfolio management tailored to a client's unique needs.
Our integrated wealth management services begin with a financial plan. Our Wealth Managers listen to your concerns, goals and requirements and then create a plan to help you achieve those objectives. Our customized financial plan is designed to adapt as your needs and situations change.
Once your wealth management objectives are clearly defined in the financial planning process, a customized investment strategy is created to assist you. Your cash flow needs and tax situation are integrated into your portfolio design, and your holdings are reviewed on an ongoing basis and adjusted as needed.
Integrating our investment advisory services with ongoing financial planning enables us to see "the big picture" as well as the details. This allows us to provide you with the highest level of service that is customized and ongoing, according to your specific needs and ever-changing life circumstances.
Prutzman Wealth Management can develop a personal financial plan that is uniquely suited to a client's needs and may include any of the following:
• Retirement planning
• Portfolio management and asset allocation
• Estate planning
• Disability planning
• Divorce planning
• Cash flow and savings analysis
• Insurance and risk management
• Tax planning and tax reduction strategies
• College funding for children and grandchildren
• Maximizing executive compensation and stock options
• Elder care options
• Intergenerational wealth transfer strategies
• Charitable giving
• Coordination with your other professional advisors.