Focusing on our clients' emotional needs as well as their financial goals and aspirations allows our process to remain structured while ensuring a personal and compassionate experience. We offer Financial Planning, Investment Management, and Comprehensive Wealth Management to people who value collaboration and strive to live authentically.
The Prism Promise
You deserve a team that is committed to you feeling well taken care of, informed, and secure. Pursue your dreams and passions - We've Got Your Back!
Engagements beyond what is listed may be charged on an hourly basis. Cost of additional services pricing calculated and determined annually based on complexity and estimated time required, based on hourly fee of $250 or hourly fee currently in effect at the time of the engagement.