Welcome to Prescott Private Wealth! We are excited to guide you through our onboarding process, designed to help us understand your financial goals and tailor our services to meet your needs. Follow the steps below to get started.

Step 1: Complete Your Risk Profile
Your first step is to complete your Risk Profile for investing. This helps us understand your risk tolerance and investment preferences.

Complete Your Risk Profile

Step 2: Fill Out the Questionnaire
Next, please fill out our comprehensive questionnaire that addresses family members, income, liabilities, assets, and insurance details. This information is crucial for creating a personalized financial plan.

Fill Out the Questionnaire

Step 3: Schedule Your Appointment
Once you have completed both questionnaires, book a time on our calendar for your initial consultation. Please schedule your appointment for 3 days or more after completing your questionnaires to ensure we have time to review your information.

Book Your Appointment

 Important: After scheduling your appointment, please email any relevant statements and policies to Drew. You will receive a confirmation email once your appointment is booked.

 Onboarding Process Overview
The entire onboarding process will take approximately 20-30 minutes. You will receive a reminder email before your scheduled appointment.

 Stay Connected
Until we meet, we encourage you to listen to our radio program, "Your Money Matters," live on WGY 810AM and 103.1 FM at 11AM every Sunday. You can also browse through our library of archived radio shows, podcasts, and videos available on our homepage under Media.

Thank you for choosing Prescott Private Wealth. We look forward to working with you and helping you achieve your financial goals.

 Contact Us
For any questions or additional information, please contact us at:

- Phone: 518-203-1983
- Email: drew@prescottpw.com

We are here to assist you every step of the way.