Advocates committed to your continued success
Only through tailored financial advice can we truly put your needs first. At Prestwick Capital Advisors, we are proud to deliver a high level of service with dedication, consistency and integrity to your unique financial interests and needs.
We understand that with wealth and responsibility, capital management becomes increasingly complex. Just as you have prudently built your wealth, our team works diligently to help preserve your assets to meet today’s needs and tomorrow’s goals. Our conservative approach follows suit with how institutions invest – taking a long-term view to attempt to preserve and grow wealth while seeking to minimize risk through the knowledge of our team and the proven strength of Raymond James.
Working with you, we coordinate your financial affairs with the rest of your trusted advisors, such as attorneys and CPAs, to help ensure that everyone is working in concert for your benefit. After all, this is your life and your plan to live it to the fullest … how you see fit.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The essence of investment management is the management of risks, not the management of returns.
INTEGRITY
YOUR CPA AND ATTORNEY.
