01. About Us
Prescott Private Wealth, Inc., is an independent financial firm based in Albany, New York. We manage assets and financial plans for Individuals, Corporations, and Estates.
02. Our Philosophy
We believe that all clients need a financial plan, that addresses, Insurances, Savings, Investments and Debt elimination. The key to success with this strategy is communication and ongoing reviews.
03. Our Process
Gather all Financial Facts and statements, Assess Risk Profile, Design & Implement Plan, Review and Update Annually
Welcome to Prescott Private Wealth, Inc.
Here we have one goal for our clients, which is to help improve your financial life.
We aim to do this through the use of a personalized financial plan, which is designed to help you accomplish your goals, according to your time table. We understand that when you have an accountability partner, coupled with a well written plan, that you can easily access, you have a greater opportunity to reach your financial goals.
We work with a variety of clients, ranging from Corporate Executives, Medical Doctors, Clergy, Tradesman, Educators, Law Enforcement, Business Owners, Corporations and Estates
Our Services
We offer a range of services starting with Insurances needs straight through to highly sophisticated plans through our Fee for Service model.
We have two types of client relationships for Investments and Financial Planning
Investments
Fee for asset management
Commission Based
Financial Planning
Subscription Based Model
Á la carte projects through a flat fee or Hourly Consulting
Investments
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help address your goals.
Insurance
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Your Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. Asset allocation does not ensure a profit or protect against a loss.
Our Team
Administrative Assistant
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Blogs
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared. And for those in their 40s and 50s, remember that it’s never too late to start saving...
For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments and your never-ending car lease, a hungry mouth appears with countless sleepless nights and a hefty price tag attached. But diapers, baby formula, and stuffed toys aren’t the only financial burdens parents should worry about. In the hypercompetitive world we live in today, a post-secondary degree is essential...
At the end of the month, do you often find yourself with a lot less money than you expected? Do you have a hard time determining exactly what you spent your money on? Do you feel that you should have more to show for your hard work than you currently do? Are you and your spouse or partner always fighting about money? If any of these are true, you may want to consider creating a...
