Prentis Wealth Management Group of Wells Fargo

Creating successful investment portfolios begins with a focus on aligning your needs with your goals and risk tolerance. We offer wealth management, investment management, and consulting services. Our wealth management approach may address several of our clients' investment planning needs including: investments, tax planning strategies, borrowing, insurance, retirement and/or estate investment planning strategies. Please note that while we are not lawyers or accountants and we do not provide legal or tax advice, our process and discipline encourages collaboration with a client's own legal and tax advisors. At the Prentis Wealth Management Group of Wells Fargo Advisors we are dedicated to remaining accessible, accountable and personally involved with each of our clients. Mission Statement: In a world of impersonal advice and automated service, we strive to provide exceptional service to the individuals and institutions who have entrusted us with their life savings. We have built our business upon a foundation of integrity, experience, compassion and prudent advice.