Prescott Wolfe Capital Reviews

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Very happy with their service and professionalism. Thank you!

I transferred my accounts to Prescott Wolfe about two years ago. What a difference. Previously, I had accounts with a few different managers. While I thought I was diversified, I had many investments in similar industries, and a particularly high concentration in one. Now I understand my goals and objectives, and the role each asset plays in my portfolio and how it moves me towards my long term goals. They’re direct and transparent, and more importantly patient in explaining what we’re doing and why. As a result, I feel more empowered when making decisions and more confident about my long term financial security. I was referred to them through a work associate, and have since referred two other people I know.

Category

Financial Planning

"Whether you want to preserve wealth, grow your assets, plan for retirement, or build a lasting legacy, Prescott Wolfe Capital delivers the guidance, insight, and disciplined planning to help you achieve long-term financial success."