Prio At a Glance
“Prio” is derived from the word “a-priori”:
Reasoning or knowledge that proceeds from deduction
- Independent partnership
- 30+ year heritage of managing client relationships
- Flexible framework to evolve over time
- Priority driven
- Disciplined and accountable
- Personalized planning and portfolio construction
- Deep and tenured investment expertise
- Clients gain control and confidence of their financial life
Who We Are
Prio Wealth’s mission is to guide our clients in prioritizing not only what they’re invested in, but also what they are investing for, so they can gain clarity, confidence and control of their financial lives. We look at wealth management in relation to all that’s important to you: your family and friendships, your passions, your favorite places and things to do. We get to know you, so you can focus and fund your life’s priorities.
Over the past thirty-two years, we discovered that life’s priorities drive monetary decisions. An individual or family’s values and their views on finances and wealth are what’s central to financial advisory. Our proprietary framework, engagement tools and ongoing advisory help clients clarify their priorities to make good choices and trade-offs in their financial lives.