Who We Work With
Individuals & FamiliesMany 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. A number of our clients were referred to us by current clients. There is no greater compliment, and we appreciate it deeply.
Prio Wealth proudly manages the endowments of a number of institutions in the Greater Boston area. This may include foundations, associations and other non-profits.
Everyone Needs a Plan
Prio Wealth believes everyone needs a plan based on their priorities. We understand the foundation of a great client relationship is having the right conversations about what really matters. Below you’ll find snapshots of situations in which Prio Wealth helps to provide representative clients with personalized tools to enhance their financial life management.