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 – 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 [...]
Bounce Back Financially After Lay Off
How to Bounce Back Financially After Being Laid Off “Expect the unexpected” sounds like a good mantra, but even if you follow that advice, life can still surprise you and knock you off [...]
Market Updates – December 2024
Mixed Month for Markets December was a mixed month for markets, as investors pulled back from most U.S. stocks due to concerns over rising interest rates and economic uncertainty. Despite the year-end sell-off, all [...]
Experience. Stability. Results.
Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).