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PRB Wealth Management is committed to your well-being.

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Welcome to PRB Wealth Management

PRB Wealth Management has earned its reputation as a leader in Financial Planning, Risk Management, and Corporate Benefits by creating financial strategies that achieve results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.

As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. An ongoing relationship with PRB Wealth Management will result in the great sense of security that comes with dedicated personal service.

Guided Wealth Portfolios

Start Investing for Your Future Today



Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the PRB Wealth Management experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

To learn more about our Guided Wealth Portfolios please click here:

To get started with your Guided Wealth Portfolio please click the here:

Corporate Benefits Six Step Strategy

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Saving for College 101

Here’s a crash course on saving for college.

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