Discipline and Trust for the Long Run
Thanks for visiting our website. Whether you are one of our current clients or just visiting for the first time, we hope you find something useful. We always appreciate feedback so press the contact link to send us a note. Through Equitable Advisors, Equitable's network, and the team of Prestige Financial Group, we have the resources and knowledge to help develop, implement and execute an efficient and sound financial strategy.
We take a detailed look at your total financial picture, and start by assessing your current assets and both your short and long-term financial goals. We take the time to truly understand your objectives, risk tolerance, time horizons, challenges and personal schedule to help you build a practical and sustainable strategy to address
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.