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Your financial future depends upon the advisors you choose

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.

Corporate Benefits Six Step Strategy

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.


Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

The Business Cycle

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

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

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Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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