PRW Wealth Management, LLC has delivered comprehensive, client-focused, and independent financial guidance for over 30 years. We work with individuals and families that have gained wealth through entrepreneurship, successful professional careers, or life transitions (business sale, divorce, and inheritance). We require well-defined wealth management and risk mitigation solutions. Institutional clients include non-profit endowments and foundations whose assets are designed to last in perpetuity.
We have built a multi-disciplinary team of attorneys, investment professionals, and wealth transfer planning specialists focused on working in concert with our clients’ advisory teams to maximize the efficient design, delivery, and implementation of wealth management plans. Our intent is to play a leadership role, break down the silos, and work with you and your advisors to achieve improved outcomes.
Our mission is to help clients address the myriad of challenges & opportunities they face by providing them with three key tools:
A clear understanding of your current reality and your financial goals
A well-defined road-map for achieving those goals
Ongoing advice to help adjust your road-map when your needs change
PRW Wealth Management is recognized by the select families with whom we work as the trusted advisory firm to provide the clarity they seek for their family’s wealth while empowering them to realize their family’s vision for the future. This commitment to establishing trust, clarity, and empowered vision will equally apply to the select institutions with whom we work.
Principal and Co-Founder
Partner, Chief Investment Officer
Principal and Co-Founder
Client Relationship Summary: View and Download Form CRS 
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.