Prestige Wealth Management

Prestige Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations and corporations with investment management, financial planning, retirement plan advisory and consulting services. The firm also offers tax planning and preparation through an affiliated entity, PWM Tax Group, LLC, and coordinates estate‑planning work using third‑party estate providers.

PWM provides discretionary portfolio management — overseeing approximately $148.4 million in discretionary assets as of December 31, 2025 — and implements diversified asset allocation across equities, ETFs, cash, alternative investments and mutual funds. The firm may engage third‑party Managers and model managers, uses platform services (including Pontera for held‑away retirement accounts), and delivers financial planning through an online portal with both stand‑alone and subscription options.

Noteworthy aspects disclosed in the brochure include PWM’s role as the sponsor and manager of a wrap fee program that absorbs transaction and certain custodial costs, and its participation in lead‑generation and marketing arrangements that provided transition assistance and other support from third parties such as AE Wealth Management and Advisors Excel. The firm’s materials also disclose the use of endorsements and advertising third‑party ratings, practices that are relatively uncommon among peer team firms.