Prentice Wealth Management

Prentice Wealth Management Prentice Wealth Management, LLC is a wealth management firm headquartered in Rochester, New York. Member FINRA/SIPC. finra.org sipc.org.

Services include; financial planning, retirement planning, education, estate & inheritance planning, investment portfolio management and insurance. Prentice Wealth Management, LLC is a family wealth management financial services firm headquartered in Rochester, New York. We provide a pre-eminent wealth manage experience to those appreciating a partner focused on superior service. By retaining a se

lect group of Wealth Managers in counsel to a limited number of clients, we work collaboratively to address the needs of families and small business owners from our Rochester, NY office and regional hubs. Our philosophy and values are as follows:
• Do for clients as we would do for ourselves, our families and our loved ones.
• Maintain a high level of expertise and commitment to ongoing professional development
• Provide a respectful, collaborative work environment
• Provide unparalleled responsiveness to serve every client
• Be a leader and advocate for sharp governance
• Far exceed industry expectations for ethics and compliance

Advisory Services
• Comprehensive Generational Financial Planning
• Portfolio & Consolidated Stock Management
• Retirement Income, Distribution & AlphaBeta Management
• Leverage Optimization
• Special Needs Planning for Children and Adults
• College and Financial Assistance Planning
• Separation & Divorce Financial Planning & Analysis
• Insurance & Risk Analysis
• Long-term Care & Medicaid Financial Planning
• Legacy Planning & Charitable Gifting

Corporate Services
• Business Valuation Analysis
• Business Continuity & Transfer Planning
• Employer Sponsored Retirement Plan Design
• Employer Sponsored Group Insurance Plan Design
• Financial Planning as an Employee Benefit
• Deferred Compensation & Executive Benefit Planning

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Adviser. Prentice Wealth Management and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Specialties
Family Wealth Management, Financial Planning, Investment Management, and Insurance Facilitation

Headquarters
Rochester, NY

Company Size
2-10 employees
Website
http://www.prenticewealth.com

Industry
Financial Services
Founded
2008

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
06/25/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

We were honored to celebrate alongside so many inspiring organizations at the Better Business Bureau of Upstate New York...
06/22/2026

We were honored to celebrate alongside so many inspiring organizations at the Better Business Bureau of Upstate New York 2026 Torch Awards luncheon. The energy in the room was a powerful reminder that integrity isn’t just a value - it’s a shared commitment we make every day.
Congratulations to all the incredible companies we had the privilege of sharing the stage with, and thank you to the BBB for recognizing the impact of ethical business practices that strengthen and elevate our community. Trust isn’t built overnight. It’s earned step by step through consistency, transparency, and doing what’s right, even when it’s not easy. Prentice Wealth Management is proud to be part of a business community that continues to raise the bar.

06/19/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with quiet strength. 💙

Thank you for the everyday ways you support your families—showing up, listening, teaching, and providing steady encouragement.

And thank you for giving back to our communities through your time, coaching, volunteering, mentoring, and simple acts of kindness that set the tone for the next generation. 👏

The One Big Beautiful Bill Act (H.R. 1), signed into law on July 4, 2025, made sweeping changes to Medicaid and the ACA ...
06/17/2026

The One Big Beautiful Bill Act (H.R. 1), signed into law on July 4, 2025, made sweeping changes to Medicaid and the ACA marketplace that are being phased in through 2027 and beyond. Learn more about the relevant changes...

06/17/2026

Your goals don’t stand still, and your financial plan shouldn’t either. When life updates happen, a quick note to your wealth management team helps us stay coordinated, proactive, and ready for what’s next.

Use this “stay aligned” checklist 📝
• New phone number, email, or mailing address
• Job change, promotion, or business updates
• Retirement timing (even if it’s tentative)
• Marriage/divorce or a new dependent
• Buying/selling a home or second home
• Moving to another state
• Plans to buy or lease a vehicle
• Beneficiary updates or new estate documents
• Big upcoming cash needs (tuition, renovations, helping family)

If any of these are on your horizon, let’s connect. A few minutes now can help keep your strategy on track for the milestones ahead.

⭐ We had an incredible time at our annual client appreciation Red Wings game and veterans fundraiser on Friday! We were ...
06/16/2026

⭐ We had an incredible time at our annual client appreciation Red Wings game and veterans fundraiser on Friday! We were especially honored to welcome Laura Heltz, an Army veteran and the Executive Director of Veterans Outreach Center, who shared powerful insights into their mission and the impact they continue to make for local vets. A heartfelt thank you to our clients - we truly value the opportunity to connect with you and your family outside the office. Our collective efforts at this annual event have raised nearly $12,000 for the VOC and almost $11,000 for Honor Flight Rochester over time. That impact is truly something to celebrate! 🎉

Rebalancing keeps portfolios aligned with long-term goals by trimming outsized winners before concentration risk grows. ...
06/16/2026

Rebalancing keeps portfolios aligned with long-term goals by trimming outsized winners before concentration risk grows. Micron’s surge shows how gains can quietly distort risk, making discipline—not market timing—essential.

06/10/2026
06/10/2026
Is a college degree still worth it? 🎓With tuition costs rising, it’s a fair question but the data tells a compelling sto...
06/09/2026

Is a college degree still worth it? 🎓
With tuition costs rising, it’s a fair question but the data tells a compelling story.
Recent studies show that in today’s challenging economic climate, 86% of individuals with a four-year degree report they’re doing “okay” financially. Compare that to just 41% of those without a high school diploma.
That gap isn’t just about income. It reflects greater stability, more career flexibility, and increased access to opportunities.
A college degree isn’t the only path to success, but it remains one of the most reliable ways to build long-term economic resilience. As costs rise, so does the importance of making informed decisions about education, value, and return on investment.
The conversation shouldn’t just be about the price of college, it should also be about the cost of going without it.

Address

1150 Penfield Road
Rochester, NY
14625

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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