Principal and Co-Founder
Bill Payne is a principal and co-founder of PRW Wealth Management LLC. His primary focus is advanced planning for high net worth individuals and families. This involves a fully integrated approach to managing, preserving, and distributing wealth in a tax-efficient manner. Read Bill’s entire bio.
Principal and Co-Founder
Rick Renwick is a principal and co-founder of PRW Wealth Management LLC, where it is our MISSION to provide CLARITY FOR YOUR PRESENT and to support your VISION FOR YOUR FUTURE. It is our belief that you are far more likely to accomplish all you desire if you and your advisors are walking forward in lockstep fashion supported by these two foundational pillars.…read Rick’s entire bio.
Partner and Chief Investment Officer
Elliot is a Partner and Chief Investment Officer at PRW Wealth Management LLC. He oversees the firm’s wealth management practice, developing plans focused in the areas of wealth transfer, retirement, investment, tax, risk management, and estate planning. He also is responsible for the development, implementation, and monitoring of customized investment plans for the Firm’s clients…read Elliot’s entire bio.
Estate and Wealth Management Counsel
Janice is an attorney with over 25 years of assisting affluent clients and advisors on comprehensive, complex and effective wealth accumulation, conservation and transfer planning. Janice supports the work of other professional advisors in helping clients achieve their complex…read Janice’s entire bio.
Director – Advanced Planning
Ted Dziuba is the Director of Advanced Planning at PRW Wealth Management LLC. He joined PRW in 2008 to assist in the firm’s wealth transfer and estate planning endeavors. Ted’s primary responsibilities include life insurance product research, case management and design…read Ted’s entire bio.
CCO and Director – Wealth Management Services
Cathy is the Chief Compliance Officer and Director of Wealth Management Services at PRW Wealth Management, LLC. She is responsible for enhancing the functional infrastructure (human capital, equipment, and technology) of PRW, enabling the team to continuously improve the quality of our services and delivery of a “Raving Fans” client experience…read Cathy’s entire bio.
Director – Finance and Operations
Gary Wentling is the Director of Finance & Operations for PRW Wealth Management LLC. His primary responsibility is managing the firm’s daily operations. This includes workflow and project oversight, financial accounting, computer network administration, human resource administration, and team management. Read Gary’s entire bio.
Senior Wealth Advisor
Rob is a Senior Wealth Advisor at PRW Wealth Management LLC. His primary focus is advanced planning and investment management for high net worth individuals and families. Prior to joining PRW, Rob held senior positions as the Chief Investment Officer at a registered investment advisory firm and as an Executive Director at J.P. Morgan Private Bank. Read Robert’s entire bio.
Jared joined PRW Wealth Management, LLC in April 2018 as a Wealth Advisor. He brings to the firm over 12 years of banking, lending, investment management, and financial planning experience. Jared’s primary responsibility is to counsel clients using a multi-disciplinary approach to provide comprehensive solutions to their complex financial situations…read Jared’s entire bio.
Senior Client Service Specialist
Cheryl is a Senior Client Service Specialist at PRW Wealth Management LLC and has been with the firm for 15+ years. Her primary responsibilities include the processing of all investment business from inception to completion. She is also responsible for all client-related service and support.…read Cheryl’s entire bio.
Senior Support Advisor
Stephanie is a Senior Support Advisor at PRW Wealth Management, LLC. She has over 13 years’ experience in financial services, focused primarily on delivering exceptional service to clients and building strong, lasting relationships. Stephanie’s experience allows her to work closely with both the investment and insurance teams to help deliver comprehensive solutions to clients…read Stephanie’s entire bio.
Kristin Perry is an Executive Assistant for PRW Wealth Management LLC. Her wide-ranging responsibilities include organizational, administrative, analytic, and technical support for the Wealth Strategy and Financial Planning Groups. She is responsible for licensing, assisting…read Kristin’s entire bio.
Operations Assistant and Client Service Specialist
Niña Mortel is an Operations Assistant & Client Service Specialist for the PRW Investment Team. Her primary responsibilities include financial accounting, bookkeeping, research and keeping internal databases up-to-date. Prior to joining PRW, Niña was a licensed Life & Health Insurance …read Niña’s entire bio.