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
Book an Appointment
Blogs
Spend as much time fixing your mistakes as you do planning the holidays You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your retirement. Here are a few of the top mistakes people make to screw up this potentially crucial saving. No specific goal. Many people say something like, “I want to retire in my 60s.” Fine –...
For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before the year comes to an end, it’s essential to review your finances. By doing so now, you can make the most of reviewing this year’s progress and plan for next year to help position yourself for a financially strong future. Here are some tips to help with your end of year financial planning...
You may know that your small business needs a written business plan—but how do you get started? What elements should your plan address, and do you need different plans for different audiences? Below we discuss a few of the key factors to consider when drafting your business plan. Who's Your Target Audience? Business plans often come into play when you're seeking funding for your business. Private investors and banks typically want to know how your...
