Our Services

Prism Wealth Management, LLC offers investment, financial planning and consulting services in multiple areas, including:

  • Portfolio Review and Evaluation
  • Investment Policy Design
  • Investment Management
  • Investment Allocation Analysis
  • Asset Allocation
  • Life Transition Planning
  • Estate, Legacy or Multigenerational Planning

Our services are designed to help you answer important financial questions, for example:

  • How may I accomplish more with my investments?
  • How may I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • How may I generate consistent income in retirement? 
  • What are the implications on my retirement of social security, medicare, long term care expenses, etc.?
  • How may I preserve more of my assets for my heirs?
  • Do I have the right types and amounts of insurance?
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck