Financial Independence Starts with You
We have established a foundation for success by providing coordinated access to professionals who can offer advice and implement strategies across the spectrum of wealth management. At the heart of our business is independent advice and experience combined with a mission to create and sustain impactful relationships with both our clients and their financial team.
Our Wealth Vision technology allows us to deliver a detailed and sophisticated financial and estate plan, a personal financial website, real time portfolio updates, account aggregation and an electronic document storage vault for all your important documents. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want and wherever you are.
Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or designated charities, and empower you to pursue your life’s aspirations.
Our Investment Philosophy, outlined in our Investment Policy Statement (IPS), is designed to provide guidance and a framework to PRB’s investment committee and assist in the effective supervision and management of the investment process.
PRB Wealth Management's Private Client Divisions empowers high net worth clients to pursue their financial goals.
Today's market complexities demand a personalized approach to wealth management. We provide the intellectual capital and resources to create a fee-based comprehensive financial plan. Upon completion of the plan we will implement the investment strategy at PRB Wealth Management or provide oversight of the client's assets held at other institutions.
We make your life easier by providing services for staying organized, updated and prepared.