Time Is Your Most Valuable Asset

In today’s fast-paced world, time is a luxury. You can’t save it or make more of it. So, between demanding careers, family commitments, and personal pursuits, who has an extra 100 hours to spend on your finances?

At PRISM, we do.

A recent Vanguard study found that working with an advisor saves individuals an average of two hours per week—that’s over 100 hours annually.

What would you do with 100 extra hours? That’s time you could spend with your family, pursuing your passions, or simply enjoying the quite calm that comes with a solid financial plan.

At PRISM, we specialize in helping people like you reclaim that time. We’ve built a firm with deep expertise to serve your unique needs, allowing you to focus on what matters most while we handle the complexities of your wealth.

As a high-achieving professional, your career demands attention. You navigate complex compensation structures, manage demanding schedules, and have found a way to handle each new complexity.

But with success comes a unique set of challenges. How do you optimize your equity compensation? What’s the best way to handle your 401(k) or other retirement plans? And how do you ensure your long-term financial goals are aligned with you, your family, and your success?

That’s where we come in. Your PRISM team helps you make informed decisions so you can stay focused on what you do best. We work with you to simplify the complex, from equity and stock options to executive benefits, so your personal finances work just as hard as you do.

You’ve spent a lifetime working, saving, and planning. Now that you’re retired, the last thing you want is to have more questions than answers. Will you have enough income? How can you minimize taxes? What about your legacy?

At PRISM, our specialists are dedicated to helping you live your retirement your way. We’ll help you design a personalized strategy that helps to provide clarity around your income, reduces your tax burden, and works to ensure your assets are working for you. Our goal is to make sure you’re in the best position to enjoy every day of your retirement.

Whether by choice or circumstance, women face a unique set of financial hurdles. A longer life expectancy, fewer years of earnings, and major life transitions like divorce, widowhood, or caring for aging parents, can all impact your financial security. You deserve specialized and customized clarity, structure, and support.

PRISM is here to help empower you. We make the complex simple, helping you take control of your wealth through a plan that is designed specifically for you and with you. We provide advice, education, and support to help you feel confident and knowledgeable about your money. With your plan in place, we’ll be there to help you navigate all the next steps ahead. Your journey to financial control starts here.

No one understands that success is a team effort quite like you. As a business owner, you dedicate most of your time to building your enterprise—and often, your personal finances take a back seat. But what happens when you’re ready to transition, sell, or simply reap the rewards of your hard work?

Your PRISM team helps you bridge the gap between business success and personal financial freedom. We specialize in creating integrated strategies that strive to align your tax, estate, and investment goals. Whether you’re planning a liquidity event or looking to optimize your company’s growth, we’ll help you harness the power of a specialized team so you can (finally) put your personal financial future first.

Managing wealth across parents, children, and grandchildren can be complex. From planning your legacy to helping aging parents or supporting the next generation, a lack of coordination can lead to stress and uncertainty.

PRISM serves as your personal financial headquarters, bringing clarity and coordination to every phase of your family’s wealth journey. We help you define your family goals, then work with your other key advisors to ensure everyone is working towards the same objectives. From philanthropic planning to diligent investment oversight, we provide comprehensive services to help you manage your legacy.