Clients First. Always.
Our Promise
At Pratt Wealth Management, we take care of planning your financial future so that you can spend less time worrying and more time doing what you love. For over three decades, we have been helping clients manage their finances and achieve their retirement goals. We offer comprehensive financial planning and personalized investment management services to individuals, families, and businesses. As an independent firm, our clients come first.
Services
Retire with confidence knowing plans are in place and all concerns have been addressed. Whatever your goals may be, we cover the financial aspects to help ensure they become a reality. We guide clients to, and more importantly, through retirement.
Personalized portfolios designed around you. Each account professionally managed in a way that is sensitive to your investment experience and compliments your unique goals and objectives. Institutional quality meets local availability.
401(k) plans benefit businesses and their employees. We’re dedicated to providing indispensable service and ensuring your retirement plan is operating as it should; minimizing liability for plan sponsors and improving outcomes for participants.
Recent Insights
Market Updates – February 2025
Challenging Month for Markets February was a challenging month for U.S. markets, as stocks sold off at the end of the month due to rising growth and geopolitical concerns. The S&P 500 lost 1.30 [...]
Financial Planning in
All Stages of Marriage
Joint or Separate? Navigating Bank Accounts in Marriage You’ve booked the venue, picked out the flowers, and sent the invites. But have you talked about who’ll pay the electric bill after the wedding? Managing [...]
Market Updates – January 2025
Markets Rally in January Markets rallied in January, as improving fundamentals and a solid economic backdrop helped support stocks to start the year. The S&P 500 gained 2.78 percent for the month while the [...]
Experience. Stability. Results.
Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).