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
Protecting Online Accounts & Assets
How to Create Stronger Passwords and Protect Your Online Accounts From email accounts to bank accounts, online shopping to online stock trading, you have many passwords to create and remember. Life would be [...]
Market Updates – March 2025
Challenging Start to the Year for Stocks It was a rough March for stocks, capping off a weak quarter to start the year. The S&P 500 lost 5.63 percent in March and 4.27 percent [...]
Tariffs and Your Investments
What New Tariff Announcements Mean for Your Investments Recently, the stock market—represented by the S&P 500—rose for three consecutive days as investors hoped that new tariffs announced by the U.S. government after yesterday’s [...]
Experience. Stability. Results.
Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).