Building The Bridge To Your Financial Future
Our financial advisors offer wealth management services that are personalized to meet your needs, taking into consideration where you are, personally and professionally, today in order to maximize the potential of your tomorrow.
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About Us

About Us

The team of financial advisors at PR Wealth Management are passionate about improving the well-being of our community by providing comprehensive wealth management services to families, professionals & business owners. Our financial advisors have a breadth of knowledge with over 30 years of combined experience who all employ an academic approach to investing founded on decades of research. Relationships are important to us, which is why we’ve built and nurtured strategic relationships with other financial professionals over the years to give you, our client, the best possible wealth management plan. In whatever we do, we’re committed to always acting in the best interest of our clients, with the highest level of integrity and professionalism, in a way that is both legal and ethical.

Services

Our Services

Our financial advisors take time to develop a professional individual relationship with our clients to identify investment objectives and risk tolerance levels. We then tailor a personalized plan focused on specific goals, current finances and time frames to build the bridge towards your desired financial future. Over the years we have developed and refined a consistent, strategic investment philosophy supported by a significant body of academic research to help minimize taxes and costs along the way. We provide a full spectrum of wealth management services that play important roles in your financial planning to make sure you have ongoing support and confidence in your investments.

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Our Guiding
Principles

Committed

We know every client is unique and has different needs and we will work hard to understand each individual goal and dream so that we never make a recommendation that is not in our clients’ best interest. Our commitment extends far beyond finding a temporary-fix solution by truly being committed to our client’s success.

Integrity

Integrity is a character trait that our financial advisers are encouraged to develop every single day. We accomplish this by providing a level of service and always adding value to our clients in a way that cannot be bought or measured with money.

Courage and Discipline

We will always have the confidence to face the upcoming road that you, our client, will face. When a financial challenge arises, we will be right there by your side, willing, and ready to create a sound financial plan to meet your individual goals.

Customer Focused

At PR Wealth Management, we know behind every legacy and investment account is a person or family that has needs, desires, and expectations. This is the sole reason we strive to consistently be proactive in our daily approach toward each of our services.

Contact Our Team

Address

990 Avenue of the Cities #4
East Moline, IL 61244

Hours

M-F 9:00am — 4:30pm
Sat & Sun CLOSED