Clients First. Always.

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Our Promise

At Pratt Wealth Management, we take care of planning your financial future so that you can spend less time worrying and more time doing what you love. For over three decades, we have been helping clients manage their finances and achieve their retirement goals. We offer comprehensive financial planning and personalized investment management services to individuals, families, and businesses. As an independent firm, our clients come first.

Services

Retire with confidence knowing plans are in place and all concerns have been addressed. Whatever your goals may be, we cover the financial aspects to help ensure they become a reality. We guide clients to, and more importantly, through retirement.

Personalized portfolios designed around you. Each account professionally managed in a way that is sensitive to your investment experience and compliments your unique goals and objectives. Institutional quality meets local availability.

401(k) plans benefit businesses and their employees. We’re dedicated to providing indispensable service and ensuring your retirement plan is operating as it should; minimizing liability for plan sponsors and improving outcomes for participants.

Our Team

Over 100 years of combined experience, a commitment to excellence, and, most importantly, a dedication to help others. We take your financial success personally.

Recent Insights

  • Stream During Winter Sunrise

Market Updates – February 2024

March 8th, 2024|

Stocks Rally in February February was a good month for stocks, with all three major U.S. indices ending the month in positive territory. The S&P 500 gained 5.34 percent in February while the Dow [...]

  • Financial Professional Heling Client Financial Plan

What Can a Financial Advisor Do for You?

February 27th, 2024|

How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may feel you can do a great job managing your money on [...]

  • Snowy Mountains Night Sky and Shooting Star

Market Updates – January 2024

February 8th, 2024|

Positive Start to the Year It was a solid start to the new year for markets, with all three major U.S. equity indices starting the year in positive territory. The S&P 500 gained 1.68 [...]

Experience. Stability. Results.

Our financial advisers have successfully guided clients through retirement for decades (and are set to continue for years to come).

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Years of Combined Experience
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Million Dollars Under Advisement*
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Advisory Client Retention Rate*

Let’s Visit

Make a no-obligation, no-fee appointment today.