What is ESG and How is it Integrated into Prio Wealth’s Investment Process?

What is ESG in the Context of Sustainable Investing? ESG is an evaluation framework for determining the sustainability of a company’s business in three areas: Environmental (E), Social (S) and Governance (G). The underlying premise of ESG is simple: Companies that fail to engage in sustainable business practices are likely to lose their value over […]

Prio Wealth’s Financially Focused Reading List

What We Are Reading, Listening and Viewing: Financially Focused Books and Media for New-ish Investors A question we frequently hear from clients that may be newer to the investment and financial advisory world is often, “What are you reading these days?” Therefore, we thought it would be helpful to put together a brief list of […]

Considerations for Year-End Charitable Giving

If you are planning for charitable gifts, we want to help you give in the most efficient ways.  It is important to consider how to give, what to give and when to give.  Some financial advantages of charitable giving include an immediate reduction in estate size, a potential income tax deduction for lifetime gifts, and […]

Prio Wealth Recognized in Financial Advisor Magazine

We are proud to announce that Prio Wealth has earned a place on Financial Advisor Magazine’s 2021 RIA Survey & Ranking List. Released annually, Financial Advisor’s list recognizes the top registered investment advisory (RIA) firms across the country by size. This is the fifteenth annual ranking of independent advisory firms produced by Financial Advisors (FA) […]

Cybersecurity Awareness Month

October is Cybersecurity Awareness Month—previously known as National Cybersecurity Awareness Month. The Cybersecurity & Infrastructure Security Agency’s (“CISA”) campaign, STOP. THINK. CONNECT.™, has great resources to learn more about how to reduce cybersecurity threats and protect yourself online: https://www.cisa.gov/cybersecurity-awareness-month.  Please copy and paste into your browser the links included in this article. Prio would like […]

Prio Wealth on CNBC’s Top-rated Financial Advisory Firms List

We are proud to announce that Prio Wealth has earned a place on CNBC’s 2021 list of the top 100 financial advisory firms in the country. Released annually, CNBC’s list recognizes the top 100 registered investment advisory firms across the country. The list aims to celebrate advisory firms that best help clients navigate their financial […]

Have You Paused to Review Your Financial Strategy?

by Kelley Ellis, Wealth Advisor at Prio Wealth Our world has experienced a wide range of change, uncertainty and even opportunity during the past year. It’s natural for these events to impact our outlook in some way, as they present new types of risks and decisions. As many of us embrace the return to the […]

Planning Tips for 2021 Tax Season and Beyond

Coins stacked up with TAX letters on top

Written by Prio Wealth’s Director of Financial Planning, Bill Dion, CFP® 2020 was quite a year for events impacting many elements of tax and retirement planning. First, the SECURE Act (actually passed in late 2019) altered much of the landscape regarding retirement planning strategies. Then the pandemic related CARES Act created additional planning considerations. When […]

Everyone Needs A Plan

If you had an appointment twenty minutes away in a town you were not familiar with, would you try to navigate your way there on your own or would you use your GPS? Most of us would rely on the GPS navigation on our phone or in our car to get us there efficiently and […]