Clients First. Always.

Happy Family On Beach

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.

Our Team

Over 100 years of combined experience, a commitment to excellence, and, most importantly, a dedication to help others. We take your financial success personally.

Recent Insights

  • Common Required Minimum Distribution Errors

Common RMD Errors

October 29th, 2024|

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 [...]

  • Leaves Falling on Trail During Fall

Market Updates – September 2024

October 9th, 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 [...]

  • Sunrise Over Mountains During Fall

Q3 2024 Newsletter

October 7th, 2024|

Elections & Markets The third quarter of 2024 brought positive news for investors as all major stock and bond market indexes rose. As always, the journey was far from smooth, with stock markets [...]

Experience. Stability. Results.

Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).

0+
Years of Combined Experience
0+
Million Dollars Under Advisement*
0%
Advisory Client Retention Rate*

Let’s Visit

Make a no-obligation, no-fee appointment today.