The Pritchard Wealth Management Group

 Fortifying Wealth for CPA Professional Partners

As a Wealth Advisor, our Prosperity Planning Partnership (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 while navigating your independence constraints. Read more….

Planning: As your life unfolds, your needs evolve. We will create a P3 Wealth Plan that anticipates and prepares your family for future life transitions.  Ultimately, it 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.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

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

26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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August 2021
S&P 500 - 9 Months, 9 New Record Highs
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