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 – October 2025
Markets continued their rally in October, driven by improving fundamentals and supportive monetary policy. Falling short-term interest rates and stronger-than-expected earnings growth supported the rally amid delayed economic updates. Looking forward, risks remain but [...]
2025 Year-End Financial Planning Checklist
As we approach the end of 2025, it’s time to take a good look at your finances and plan for the year ahead. Think of this as your annual financial checkup—a chance to ensure [...]
Government Shutdown Nov 2025
The Government Shutdown: What It Means for You As of midnight Tuesday, October 7th, the U.S. government shut down after lawmakers were unable to reach an agreement on a temporary funding plan. This [...]
Experience. Stability. Results.
Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).