PRR Wealth Management

PRR Wealth Management is a state-registered investment adviser that provides discretionary asset management and wealth planning to individuals, trusts, small businesses, non‑profits, and family offices. Services are delivered through separately custodied managed accounts and through negotiated financial planning or consulting engagements.

Portfolios are constructed with both long and short positions and may include stocks, bonds, ETFs, options, futures, other derivatives, and cryptocurrencies; the firm uses technical/charting methods, cyclical analysis, and option‑modeling software to evaluate and manage positions. PRR states its objectives as long‑term growth, income generation, and portfolio hedging, and it tailors allocations to clients’ risk tolerance, liquidity needs, and return expectations, including rebalancing held‑away retirement accounts via a third‑party platform.

Compared with many peers, PRR combines a small, recently formed advisory practice with the active use of derivatives and futures in separately managed accounts and the employment of quantitative derivative‑valuation tools — features that are uncommon among investment managers of this type. The firm also emphasizes fee arrangements tied to a client’s overall net worth and negotiable planning fees rather than relying solely on a standard percentage‑of‑AUM billing model, and it will consider individuals below its stated net‑worth guideline on a discretionary basis.