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Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us

What’s Your Priority?

Prio Wealth provides wealth management and investment advisory solutions for individuals, families, endowments, and not-for-profit organizations. Our mission is to guide our clients in prioritizing not only what they are invested in, but also what they are investing for, so they can gain clarify, confidence and control of their financial lives.

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Prio Wealth: A Wealth Management Firm Since 1988

Founded in Boston thirty-four years ago, we have discovered that life’s priorities drive monetary decisions. Our clients’ values and views on finances and wealth are what’s central to our financial advisory solutions and strategies. Our proprietary framework, engagement tools and ongoing financial advisory help clients clarify their priorities to make good choices and trade-offs in their financial lives.

Learn About Our Team

Prio's Wealth Management Services

Prio Wealth prides itself on making you and your priorities OUR priority. Our experienced team looks at your complete financial picture.

Our comprehensive wealth advisory services include:

Family & Generational
Wealth Advisory

We proudly work with multiple generations of families, offering wealth management services that encompass the well-being of parents, children and grandchildren.

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Financial
Planning

Each financial plan is based on your priorities and finances, and ultimately guides the optimal asset allocation strategy to meet these priorities.

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Retirement
Planning

Plan for your retirement with our financial advisors by creating a clear financial and investment plan based on your priorities.

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Investment
Management

We provide a personalized and appropriate investment strategy based upon your life goals and priorities.

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Our Approach

We invest your money the way we invest in you: personally. We believe the foundation of a great client relationship is having the right conversations about what really matters. Prio Wealth helps guide our clients in identifying and prioritizing what they are investing for. This collaborative approach enables our clients the ability to gain clarity, confidence and control of their financial lives.

Our team prides itself on making you and your priorities our priority. Prio’s wealth advisors and experienced investment team bring vast and varying expertise to all of our advisory relationships.

Find Clarity

Our first conversation will be a discussion to uncover how you really feel about life and money, and what influences your money decisions.

Gain Confidence

We work with our clients to create and analyze a financial plan based upon your priorities and financials to give you financial confidence on how to reach your goals.

Take Control

You and your advisor will develop an action plan which outlines the tasks we both need to accomplish to help you achieve your priorities and take control of your financial future.

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From Our Blog

Prio Wealth’s 10 Tips for Tax Planning in 2023

Written by Prio Wealth’s Director of Financial Planning, Bill Dion, CFP®and Prio Wealth Relationship Manager, Robert Devinney, CFP® Two things dominated the financial and economic…

The Lessons of Crypto

February 16, 2023 Written by Paul Stringer, Managing Director and Chief Investment Officer of Equities at Prio Wealth After a plunge in the price of…

Aligning Your Estate Plan to Your Values

Written by Prio Wealth Relationship Manager, Robert Devinney, CFP®, ChFC® What is Estate Planning? Estate planning is a process that varies from person to person and…
See All Blogs

Frequently Asked Questions

What does Prio Wealth do for me as a client?

We believe the foundation of a great client relationship is having the right conversations about what really matters. Prio Wealth helps guide our clients in identifying and prioritizing what they are investing for. Our team of Wealth Advisors and specialists creates a comprehensive, customized and clear financial snapshot to address your financial priorities and life goals. This financial snapshot then informs an optimal asset allocation and investment strategy for your financial assets. Our team monitors your portfolio, manages investment changes and communicates regularly with you to review your personal and financial situation. Our goal is to provide you with clarity, confidence, and control of your financial life.

Can you describe Prio Wealth’s history and company values?

Founded in Boston thirty-four years ago, we have discovered that life’s priorities drive monetary decisions. Our clients’ values and views on finances and wealth are what’s central to our financial advisory solutions and investment strategies

Prio Wealth is proudly an independent partnership. We are a multi-disciplinary group of credentialed and experienced professionals with diverse skills to ensure that you get the most valuable advice when you need it the most. We pride ourselves on acting with integrity, respect and objectivity. We always put our clients’ interests and priorities first.

What type of client does Prio Wealth typically serve?

Many of Prio Wealth’s clients are individuals and families we’ve worked with for years, and even decades. Current clients may have earned their wealth as professionals, business owners and entrepreneurs. In some cases, our clients came by their money through inheritance and rely upon our stewardship and wealth advisory. We proudly work with multiple generations of the same family, offering wealth management services that encompass the well-being of parents, children and grandchildren as well as their specific philanthropic endeavors. This is a testament to the strong relationships we build with our clients based on their long-term priorities and values.

Beyond that, our clients are individuals, trusts, charitable trusts, retirement plans, IRAs, foundations, endowments and other institutions.

Who answers questions about my portfolio?

At Prio Wealth you will have a specific team dedicated to addressing your financial questions and needs. While all Advisors have extensive experience in investment management and wealth planning, we frequently consult with our investment and planning specialists to address a specific client’s needs. Any questions you might have will be addressed thoroughly and promptly by our client-focused employees.

Can Prio Wealth work with my current accounts and holdings?

Yes. Prio invests in individual securities, which enables us to manage your legacy positions. We can also recommend tax-efficient strategies to reallocate from current holdings into more suitable target holdings if applicable. Our team can recommend a plan to consolidate your various accounts to simplify your financial affairs.

What is a fiduciary and what does that ultimately mean to a client and their experience?

A fiduciary is required by law to provide a duty of loyalty and care, which means that the advisor must put their client’s interests above their own. Registered investment advisors (“RIAs”) have a fiduciary duty to clients, while broker-dealers have to meet the less-stringent suitability standard which doesn’t require putting the client’s interests ahead of their own. There is quite a difference between these types of advisors, and one that should not be taken lightly when deciding with whom to work. Importantly, an RIA is not motivated by commissions and must do their best to make sure investment advice is made using accurate and complete information.

How is Prio Wealth compensated?

Prio Wealth is a 100% fee-only adviser. This means Prio’s only compensation from you is a professional fee based on the scope of services provided and the size and complexity of your portfolio. Our fees are based on a percentage of the market value of the assets under management in your portfolio. If the value of your portfolio increases, so does our fee. If the portfolio value declines, our fee declines, so our interests are aligned.

How do I set up an initial appointment?

Contact us by calling 617-224-1900. You may also email any one of us personally or reach out to info@priowealth.com. We will put you in touch with one of our Wealth Advisors for a brief preliminary conversation to discuss your unique situation and needs. After this, our next step is normally to schedule an in-depth meeting at time convenient to you.

If you were introduced to Prio by a friend or family member, please let us know. The greatest compliment a current client can provide is the introduction of a friend or family member, so we want to thank them.

Start With Prio Today

Contact Prio Wealth today to explore your financial priorities and how we can work with you to meet your wealth management goals.

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Address: 265 Franklin Street, Suite 2001, Boston, MA 02110-3199
Tel: (617) 224-1900
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