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 2024
Stocks Slide in October It was a disappointing month for stocks in October as a late-month sell-off caused all three major U.S. indices to end the month in the red. The S&P 500 lost [...]
Common RMD Errors
Avoiding Common Errors Surrounding RMDs When it comes to their retirement accounts, many investors often fail to think about required minimum distributions (RMDs). That oversight can lead to unnecessary tax burdens and other financial [...]
Market Updates – September 2024
Stocks Rally in September Stocks continued their recent rally in September, with all three major U.S. indices up for the month and quarter. The S&P 500 gained 2.14 percent in September and 5.89 percent [...]
Experience. Stability. Results.
Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).