The Pritchard Wealth Management Group

 Fortifying Wealth for CPA Professional Partners

As a Wealth Advisor, our Prosperity Partnership Plan (P3) was built specifically for you to align your financial choices with your most deeply held values to achieve your life goals

What is P3?

Prosperity: Prosperity is the fruit of your labour over your long and successful career. Success breeds complexity and our expertise will help you to utilize your resources to continue to build and protect your wealth. Read more….

Planning: As your life unfolds, your needs evolve. We will help you plan a reliable and predictable approach that takes into account your independence constraints. This plan will help you sustain your wealth and maintain your lifestyle for your family’s future. Read more…

Partnership: You have witnessed the power of partnerships first hand. We will partner with you to leverage our expertise and the needed advice of other trusted professionals to protect your family’s interests. Read more…


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Read more about The Pritchard Wealth Management Group

 


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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 April 2021
The path to normal
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29 March 2021
Value continues its comeback
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April 2021
Investor Strategy: Another great quarter to be an investor
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