Prestige Wealth (NASDAQ: PWM) is an independent, fee-only registered investment adviser providing comprehensive wealth management solutions to high-net-worth individuals, families and institutions across the United States. Headquartered in St. Petersburg, Florida, the firm delivers tailored investment strategies through separately managed accounts, model portfolios and alternative investment offerings. By integrating long-term capital markets research with rigorous risk management, Prestige Wealth seeks to align its clients’ financial goals with prudent portfolio construction and ongoing performance monitoring.
In addition to core investment advisory services, Prestige Wealth offers a full suite of financial planning capabilities, including retirement and estate planning, college funding, tax-efficient wealth transfer and insurance review. The firm’s experienced team of financial planners works closely with clients to develop personalized roadmaps that address intergenerational wealth preservation, philanthropic objectives and business succession needs. Corporate retirement plan consulting and trust services further augment Prestige Wealth’s service platform, allowing organizations and plan sponsors to leverage the firm’s fiduciary expertise.
Since its founding, Prestige Wealth has expanded through strategic acquisitions and organic growth, establishing regional offices in key U.S. markets. The firm maintains an open-architecture approach, selecting third-party money managers and custodians that best suit each client’s objectives rather than relying on proprietary products. Leadership is anchored by Founder and Chief Executive Officer Daniel Burney, alongside Chief Investment Officer Paul Vincent, both of whom guide an experienced advisory board and in-house research team. Prestige Wealth emphasizes transparent communication, customized strategies and a collaborative culture designed to foster enduring client relationships.
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