Pratt Wealth Management is an independent financial planning and investment management firm, built on the belief that clients should come first. That belief is at the core of everything we do – permeating all aspects of our firm’s culture and operations; leading us to implement a fiduciary financial planning process long before it became an industry trend or requirement. Being an independent firm means that we work solely for our clients, not an investment or insurance parent company.
We are most proud of the fact that over 99% of our wealth management clients remain with us year after year. They have entrusted us with over $550 million of their assets* – a responsibility we are deeply honored by and do not take lightly. Our clients rely on us to guide them throughout their retirement years; managing their investments and generating income so that they can focus on enjoying life.
Our firm operates on a very simple philosophy: Do the right thing for the right reasons.