Professional Wealth Management & Financial Advisors in the Quad Cities
Wealth Management & Retirement Planning
PR Wealth Management provides comprehensive holistic wealth management, retirement and estate planning and life planning focused on wealth preservation for generations to follow. Working with a safe and trustworthy wealth manager is paramount, and clients often rely on frequent interactions to evaluate whether their financial advisor will meet their long term planning needs. PR Wealth Management Group will not only customize your retirement portfolio to fit your needs, risk tolerance, and goals but we will always educate you on why this plan was designed specifically for you. Financial Advisors at PR Wealth Management Group spend the time to get to know you, we take a comprehensive analysis and provide a unique investment strategy designed to meet each clients specific goals and planning objectives. Our portfolio construction process is designed around methods and research use by Noble Prize winner Eugene Fama through Dimensional Fund Advisors; DFA. Our portfolio’s are designed around low costs & tax efficiency while utilizing investment strategies that have been time tested through multiple economic changes to ensure proper asset allocation of your investment portfolio.
Wealth provides you with a great deal of opportunity; however, it also creates a variety of important questions. Do you have a wealth management plan, a properly allocated retirement plan that you can understand; one that will last you through the wide range of market swings? Do you understand how to diversify and use strategies that are proven through academics? Are you taking the correct approach to tax strategies and estate planning? Does your financial advisor review your entire portfolio and manage your risk on all your investments? We ask a lot of questions so we can get to know you and what your goals truly will be, we want to help you make smart investment and insurance decisions THE FIRST TIME! Let’s put you in a position so you never have to worry about repeating the process again.
Here are some additional questions you should ask yourself about you and your current financial adviser:
- How did you choose your investments?
- Who decided the allocation in your IRA or 401k?
- What’s your risk tolerance during a bear market?
- Do you feel confident in the investment advice you have received?
- Is your portfolio properly diversified?
- What is the best strategy to minimize estate taxes or avoid probate?
- Is your financial advisor asking you all the right questions?
PR Wealth Management Group provides comprehensive fee-based wealth management & advisory services. We provide professional asset allocation management, investment services, portfolio analysis, life insurance, disability insurance, and long term care assessment, estate planning and retirement planning strategies to higher income professionals, business owners, athletes and other individuals. We will work with you on your personalized plan by scheduling regular reviews and making sure you have ongoing support during every stage before and during retirement.
PR Wealth Services
As a key and essential component to our business philosophy, PR Wealth Management is dedicated to improving the well-being of our community by providing comprehensive retirement & financial planning to families, professionals, athletes & business owners. This all encompassing plan may start at Wealth Management & investment advice but it never ends there. We are committed to provide the full spectrum of services that all play important roles in your financial planning.
Benefits of Wealth Management Planning Strategies from PR Wealth:
Personalized Financial Plan
Tax Efficient Investment Planning
Custom Plans with Low Expenses
Fee Based Pricing & Solutions
Customized Client Data Portal
News and Articles
One of the core tenets of any proper investment strategy is diversification. People often describe diversification using the familiar saying, “Don’t put all your eggs in one basket.” Although the phrase has been used to the point of overuse, it nonetheless manages to capture the essence of…read more
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I have found that majority of my clients do not believe they need a trust, even with a net worth exceeding $1M. Why would you? The current 2017 estate and gift tax exemption is $5.49M or $11M for married couples and not all clients exceed that. Most clients…read more
PR Wealth Management Group
This website is a publication of PR Wealth Management Group, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
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Notice and Disclaimer
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