Prescott Private Wealth Inc. is a financial services firm located in Troy, New York, offering personalized financial planning and investment management solutions. Operating as an independent practice, the firm specializes in helping individuals, families, and businesses define and pursue their long-term financial goals. With a focus on fiduciary responsibility, Prescott Private Wealth places client interests first while providing objective strategies tailored to each client’s unique needs.

Their services cover a wide array of financial planning aspects, including retirement and estate planning, risk management, college saving strategies, and investment portfolio management. They emphasize a relationship-driven approach, taking the time to understand clients holistically—financially and personally. The firm utilizes a disciplined process to create customized financial roadmaps and regularly review and adapt plans as life circumstances and markets evolve.

Prescott Private Wealth is affiliated with LPL Financial, a prominent independent broker-dealer, which allows the firm to offer a broad range of investment products and services without proprietary constraints. The team is active in the local community and values long-term relationships grounded in trust and transparency.

Website: http://www.prescottpw.com/

Key Services:

– Comprehensive financial planning
– Retirement planning strategies
– Wealth and investment management
– College education savings planning
– Estate and legacy planning
– Insurance and risk management solutions
– Tax-efficient investment strategies
– Business owner financial strategies