Wealth Management Services

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.

Unlike traditional wealth managers, we want to know about your life. 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 focus on bringing your money and your life into balance.

Expertise For You and Your Family Today and For Generations to Come

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 and Generational Wealth Advisory

We work with multiple generations of families, offering wealth management services that encompass the well-being of parents, children, and grandchildren as well as their philanthropic endeavors.

In collaboration with all of your advisors we help you plan, prioritize, and provide honest advice when you need it the most. We take pride in building relationships with all generations within a family to serve their evolving financial needs.

Financial Planning

In working closely with an experienced Prio Wealth financial advisor, we review and analyze your financial picture to determine whether you’ll be able to reach your priorities and goals. Our hope is that the financial planning process will give you confidence, alleviate concerns or ease financial anxieties.

Investment Management

We provide a personalized and appropriate investment strategy based upon your life goals and priorities. By knowing what motivates you as well as what worries you, we personalize your portfolio based on what’s right for you and what’s in your comfort zone. That means we make sure you understand what you’re investing in and why, so you have the confidence and conviction to stand by your plan.

Retirement Planning

We advise clients through both the pre-retirement and retirement planning phases of their lives. Important considerations include cash flow planning, social security analysis, charitable giving, and family legacy.