Andy Schuler, Certified Financial Planner™ joins Prentice Wealth Management, LLC
Rochester, New York: Prentice Wealth Management (PWM) is pleased to announce that Andy Schuler, CFP has joined the firm as a Wealth Management Advisor. In this role, he is responsible for building and deepening client relationships through comprehensive, goals‑based advice spanning investments, tax strategy, retirement, estate planning, and risk management. Andy connects all aspects of a client’s financial life to create cohesive strategies that support long‑term success while contributing to the firm’s continued growth.
With 10 years of experience in the financial services industry, including prior roles at BNY Mellon, Manning & Napier, and Sage, Rutty & Co. Inc., Andy brings a deep knowledge of investment markets to his disciplined financial planning approach, helping clients navigate complex decisions with confidence. He earned his Bachelor of Science in Business Administration, magna cum laude, from Duquesne University, maintains Series 6, 7, 63, and 65 licenses, and became a CERTIFIED FINANCIAL PLANNER™ in 2024.
About Prentice Wealth Management
PWM is an independent wealth management firm founded in 2008. The firm’s growth has been both thoughtful and strategic, successfully evolving into a thriving hybrid RIA with 13 employees and more than $600 million in assets under management. 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. 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. 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.
About the Certified Financial Planner (CFP) Designation
A CFP is a premier, fiduciary financial advisor who has met rigorous education, examination, experience, and ethical standards set by the CFP Board. They provide holistic, comprehensive planning covering retirement, taxes, insurance and estate planning and are legally obligated to act in their clients’ best interests.