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Our Services

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

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

Portfolio Review and Evaluation

Financial Planning

Income Planning

Investment Management

Investment Allocation Analysis

Retirement Planning

Life Transition Planning

Estate, Legacy or Multigenerational Planning

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

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 design financial and retirement plans that are attractive to employees

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?

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rbrutus@woodburyfinancial.net  |  616-855-0030