With the right approach, you can move forward with confidence and clarity.
With potential challenges and pitfalls, navigating your financial future can feel like charting a complex course, but it’s also full of opportunity. At PRISM Financial Strategies, we believe that with the right approach, you can move forward with confidence and clarity. Our process, which we call the PRISM Process, is designed to be your compass, guiding you through all of the next steps. We’ve distilled our years of experience into a simple framework that ensures we’re always working in lockstep with your goals and values.
P – Prioritize What Matters Most
We begin by getting clear on your goals, values, relationships, and what’s most important—financially and personally.
R – Remove the Noise
We simplify your financial life and organize the moving parts so you can make smart decisions with less stress.
I – Implement with Precision
Every recommendation is intentional—aligned with your goals, coordinated across tax, estate, and investment strategies.
S – Steward Your Wealth
We act as a long-term partner and fiduciary, helping you protect, grow, and pass on wealth with confidence.
M – Maintain Forward Momentum
Life changes. We stay proactive, keep you on track, and adjust when needed—so your plan never gathers dust.
Industry Leading Awards and Credentials
Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS
