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
Q4 2025 Newsletter
Open Again! 2025 caps off another strong year for investors. After a steady and consistent market rise beginning in April, the fourth quarter brought a return of stock market volatility. The government shutdown [...]
Charitable Bequest Planning
Guide to Planning a Charitable Bequest A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization. Thoughtful planning [...]
Market Updates – November 2025
November was a mixed month for markets, as concerns about AI caused an early month sell-off. Solid fundamentals and growing expectations for an interest rate cut in December helped support markets later in the [...]
Experience. Stability. Results.
Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).