Wes Pruitt Email & Phone Number

I help high-income earners and other high net-worth individuals in 3 keys areas:1. Investment Guidance / Wealth Management2. Retirement Income Planning3. Tax Efficient Wealth Accumulation StrategiesOur clients span across the country and throughout industries. From business owners with liquidity events to high-ranking corporate executives, from hedge fund managers to retirees, our firm is uniquely positioned to deliver the greatest value and provide the most significant impact to these types of individuals and their families.My team and I can provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. When it comes to implementing solutions, our strategic partnership with Northwestern Mutual affords our clients access to the resources of a world class financial institution along with the service that can only be provided by a boutique firm.My mission is to actively engage clients through a series of thought-provoking questions that will uncover a variety of financial needs and wants. My process will help educate, inspire and motivate people to take action and become more financially secure.

Listed skills include Microsoft Office, Microsoft Excel, Finance, Financial Analysis, and 6 others.

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  Stony Brook University

  Marketing