Broker Check

Portfolios


PRB Portfolios 

PRB Wealth Management strives to provide confidence and direction to our clients and their families by designing detailed financial plans. The plans provide a road map in working towards their financial goals. Our investment Committee works towards financial goals by providing investment strategies that aim to fulfill the unique needs of each of our clients. These strategies include our PRB Portfolios that are constructed, implemented and diligently monitored by our Investment Committee. 

Learn more


Guided Wealth Portfolios

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 specialization, 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.

Learn more