Prentice Wealth Management Wins Best Places to Work for Financial Advisors in the USA
Rochester, New York: Prentice Wealth Management (PWM) is proud to announce it has been named as one of the Best Places to Work by InvestmentNews. Founder and Managing Partner, William Prentice, AWMA®, CFP®, CIMA® said of the recognition: “We’re grateful for our team, for the culture they’ve built and we’re proud of the work we do. This award reinforces what matters most; showing up with focus, follow-through, and a clear plan for the goals our clients entrust to us. We believe strong outcomes are built on strong habits. Our supportive team culture grounded in collaboration, accountability, and continuous improvement, directly shapes how we serve our clients every day.”
PWM is an independent wealth management firm built on integrity, resilience and long-term vision. It was founded in 2008 amid the global financial crisis, as a two person practice managing $25 million in assets and has grown into a thriving hybrid RIA with 13 employees and more than $600 million in assets under management. In 2023, PWM marked its fifteenth anniversary with a major milestone; purchasing, renovating, and relocating to a larger, permanent headquarters in Rochester, New York. Recently, the firm expanded its geographic footprint by establishing regional hubs outside Boston, Massachusetts, and Charlotte, North Carolina. Today, PWM serves clients in 36 states and maintains an exceptional 99.8% client retention rate. Guided by a philosophy of treating clients like family and placing clients’ best interests at the center of their collaborative decisions, the firm emphasizes continuous education, proficiency and strong community involvement. The firm’s growth has been both thoughtful and strategic. In 2014, PWM launched its affiliate model, partnering with other investment advisory firms to elevate the standard of advice in the industry. The firm further broadened its service offerings in 2017, by adding tax preparation capabilities, enhancing its ability to provide integrated financial guidance. PWM’s growing roster of experienced financial planners, investment managers and tax professionals work together to help clients navigate life’s changes with clarity and confidence.
To determine the 2026 Best Places to Work, InvestmentNews invited firms across the financial advice and wealth management industry to participate in a comprehensive evaluation process. Eligible organizations completed a verified employer questionnaire and met required employee participation levels through an independent, anonymous survey. From 99 firms and 1,284 employee responses, 43 companies were selected for this year’s Best Places to Work recognition.
Find Prentice Wealth Management on Social Media
- LinkedIn: https://www.linkedin.com/company/prentice-wealth-mangement-llc/
- Facebook: https://www.facebook.com/PrenticeWealth
- YouTube: https://www.youtube.com/@PrenticeWealthManagement