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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.

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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

Choosing a 401(k)

Written by Prio Wealth Advisor, Kelley Ellis and Prio Wealth Relationship Manager, Robert Devinney, CFP® Employees are often presented with an option to save for…

Retirement Planning: The Accumulation Years

Written by Prio Wealth’s Director of Financial Planning, Bill Dion, CFP®and Prio Wealth Relationship Manager, Robert Devinney, CFP® When you first enter the workforce, retirement…

Five Star Professional Award Winner

Prio Wealth Advisor Recognized with 2022 Boston Magazine’s FIVE STAR Wealth Manager Award Prio Wealth is delighted to share that Kelley Ellis has been named…
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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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