Wealth Management

Want to build your wealth in a safe and secure way? Find out the wealth management strategies that work for you and meet your financial retirement goals with our professional and proven approach today.

Professional Advisor Alliance

We are excited to announce that we have formed an alliance with Ameriprise Financial. They are not employed by Prestige, but are available to our clients as an excellent resource for financial planning, wealth management strategies and protection planning. Ameriprise Financial has 125 years of experience helping clients work toward their financial goals. Starting with their Confident Retirement® approach, a straight-forward and easy-to-understand way to help you meet your retirement goals.

Private Wealth Advisor Mike Perez of Ameriprise Financial will work with you to build your plan and you’ll enjoy the advantages Ameriprise clients have valued for years:

  • A one-on-one relationship with a dedicated advisor.
  • Strategies to help you achieve your dreams and goals.
  • Access to the depth and breadth solutions needed to prepare for a more confident retirement.
  • Creative ways to organize and manage your finances.

These are just some of the factors that can help make the difference between holding your own versus making the most of your future.

If you would like more information, I encourage you to check out their website at: www.ameripriseadvisors.com/michael.a.perez

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (833) 672-2268 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

What our Clients are saying

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