PRB Wealth Management aims to be a leader in Individual and Corporate Financial Advisory services by creating financial strategies that work towards 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.
Your financial future depends upon the advisors you choose. They must be committed to your well-being, and we are. The services for individuals, corporations, and non-profit organizations that we provide are intended to align with their financial goals.
- Robert F. Kennedy
We have structured our company to give our clients everything they might need to financially succeed. Our Individual Advisory and Corporate Advisory Divisions can be used separately or together. Each service we provide is aligned with a specialist from our team with a long history of experience.
- Elaine Scott
Due to the Coronavirus pandemic all employees at PRB Wealth Management will be working on a hybrid schedule. Regular operations will continue, and you will be able to reach any one of us as you normally do.
We have put systems in place wherein all incoming calls to our office will be answered as usual and communications via email will be received. Trades and updates to any investment accounts will be done in the usual manner.
We hope you and your families are staying safe and healthy. Please contact us if you have any questions, comments, or concerns.