Successful. Ambitious. High-Achievers.
“I was starting to lose faith in financial advisors until I received a letter in the mail from Tim introducing himself. There wasn’t any push to ‘get all my money’ or ‘I can make you wealthy.’ We took the time to get to know each other and Tim put thought into understanding what our family needs were.”
— Elaine Houghton, retired president of Britman Industries
The Pritchard Wealth Management Group brings more than two decades of experience to the table when advising business owners. We’ve established long-term relationships guiding time-constrained business owners like you. We’ve seen firsthand the blood, sweat, and tears that goes into your business and the pride of building something of your own. It’s a lifestyle that doesn’t leave much bandwidth for personal, day-to-day wealth decisions. We understand the unique and specific wealth challenges you face — let us help you solve them and allow you to spend more time outside of work in ways that matter to you and your family. That’s why we focus on People before portfolios so you can enjoy what life has to offer.
The Pritchard Wealth Management Group offers proven solutions to help you:
- Reclaim your precious personal time by managing your complete wealth picture
- Navigate holding companies and the common challenges business owners face
- Ensure your business will be preserved through the use of business succession planning and partnership agreements
- Develop a well thought plan to maximize the important non-financial areas of your life that contribute to your overall well-being
- Develop wealth solutions that integrate personal and business finances
- Reduce your tax burden
- Protect your legacy by implementing appropriate estate planning strategies (including updating your Will and Power of Attorney) and education for those in your family
- Access exclusive investment offerings and events