Clients First. Always.
Our Promise
At Pratt Wealth Management, we take care of planning your financial future so that you can spend less time worrying and more time doing what you love. For over three decades, we have been helping clients manage their finances and achieve their retirement goals. We offer comprehensive financial planning and personalized investment management services to individuals, families, and businesses. As an independent firm, our clients come first.
Services
Retire with confidence knowing plans are in place and all concerns have been addressed. Whatever your goals may be, we cover the financial aspects to help ensure they become a reality. We guide clients to, and more importantly, through retirement.
Personalized portfolios designed around you. Each account professionally managed in a way that is sensitive to your investment experience and compliments your unique goals and objectives. Institutional quality meets local availability.
401(k) plans benefit businesses and their employees. We’re dedicated to providing indispensable service and ensuring your retirement plan is operating as it should; minimizing liability for plan sponsors and improving outcomes for participants.
Recent Insights
Market Updates – March 2024
Strong Start to the Year for Stocks It was a positive March for stocks, capping off a strong quarter to start the year. The S&P 500 gained 3.22 percent in March and an impressive [...]
Q1 2024 Newsletter
Back On Top The US stock market (as measured by the S&P500 index) has now fully recovered from the bear market of 2022 and reached new highs during the first quarter of 2024. [...]
Market Updates – February 2024
Stocks Rally in February February was a good month for stocks, with all three major U.S. indices ending the month in positive territory. The S&P 500 gained 5.34 percent in February while the Dow [...]
Experience. Stability. Results.
Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).