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.

 

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Our Team

Book an Appointment

Contact Us

Blogs

Drew Prescott |
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There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. As a business owner, you may assume that family members will take...
Drew Prescott |
Categories
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older. Here are some ways that you can...
As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you may want to consider taking advantage of them. What are stock options Employee stock options are simply an opportunity for employees of a particular company to buy...