PRS Wealth Management

Overview

PRS Wealth Management is an independent, owner-operated limited liability company that advises individual and family clients. The firm’s advisory mandate centers on financial planning and portfolio management for individuals and small businesses. Its compensation accepts both a percentage-of-AUM model and fixed fees. The firm identifies as an active ESG investor, which suggests sustainability or ESG criteria are applied when selecting investments. PRS is not structured as a capital allocator or related adviser, and it does not present itself as a multi-state or pension consultant adviser. The firm is established rather than newly formed and conducts traditional wealth-management activities rather than running separate advisory funds.

Assets & Accounts

Investments & Alternatives