How We’re Different
Let’s talk priorities.
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.
We bring money and life in sync.
Unlike traditional wealth managers who focus on asking questions about your assets, we ask you about your life. Do you want to spend more time with the people you care about? Do you want to be able to spend guilt-free? Do you want to improve your health? Do you want to be a good steward of wealth for the next generation? We get to know you through conversations not spreadsheets, and provide financial advice based on your values and your priorities. We call this approach financial life management because we’re about bringing your money and your life into balance.
Expertise and understanding.
Our team prides itself on making you and your priorities our priority. We want to know you and collaborate with you to help you achieve your financial priorities. We bring vast and varying expertise to all of our advisory relationships, and we’re constantly striving to help you think ahead to realize the goals you’ve longed for. We encourage frequent communication between the client and advisory team to help you and your family understand your financial life priorities, whether that be retirement, education savings, or introducing your children to the importance of financial literacy.