Our Services

Prism Capital Management, LLC serves its community of clients that include individuals, families, and small business entities.  We are dedicated to preserving the unique requirements that characterize the core values of every client and their ongoing financial services needs.

We lend our service to a number of applications including:

·         Wealth planning

·         Retirement and In-Retirement planning

·         Investment advisory service (portfolio management/asset allocation)

·         Strategic Social Security planning

·         Fiduciary trust/trustee services

·         Business retirement plans (401k, Simple, Profit Sharing, etc)

Additionally, we have a comprehensive working knowledge of the needs of professional athletes and understand the unique financial challenges facing them through their current and post-professional athletic careers.

 

PRISM - CPA AFFILIATE AGREEMENT

Prism's Revolutionary Program that Can Help Grow a CPA Practice

There are two major types of financial service professionals that clients seek: Certified Public Accountants (CPAs) and Financial Advisors (FAs). While the services offered by each of these professionals are different, they are also complimentary.

Often clients want a one-stop-shopping experience for both of these services, but not many CPA’s can offer wealth management advice, and it would be difficult to find a financial advisor in Seattle that is also a CPA.

That’s why Prism Capital Management offers a revolutionary Affiliate Agreement with accountants. This agreement allows a CPA to provide clients with wealth management oversight through Prism, along with their accounting services.

The Affiliate Agreement saves a CPA from having to wear two different hats at the same time, and also keeps them from having to get certified as a Personal Financial Specialist (PFS) to provide wealth management services to their clients. To the client, it provides the feeling that they are working with a multi-disciplinary CPA practice that offers seamless integration of accounting and financial advisory services.

Taking advantage of our Affiliate Agreement benefits CPAs in the following ways:

  • You can favorably distinguish your practice from other CPAs.
  • It allows you to focus on your expertise, accounting, while tightly integrating that with Prism’s synchronized investment advisory service.
  • It lets clients know that you’re committed to providing the highest level of professional financial services and expertise available.
  • It frees you up. If you’re spending all of your time trying to do both and trying to keep up with the CPA and PFS designations, you will have less time to spend with your clients. They might also see your attempts at a multi-disciplinary practice as a conflict of interest.
  • You have a broader list of services to offer new clients.
  • It creates an annuitized quarterly stream of new income!
  • Most importantly, clients like it and are asking for it.

We believe our Affiliate Agreement will change the landscape for CPAs and investment management in Seattle. Prism Capital Management, LLC is proud to pioneer this revolutionary process.

Dieter Drews, JD is trained by the National Social Security Advisors (NSSA) in strategic social security planning.

If you’re interested in becoming a CPA Affiliate, contact us by phone at 844-443-4321. You can also reach us by email at This email address is being protected from spambots. You need JavaScript enabled to view it. .

 

Contact Info
601 Union St, Ste 4200
Seattle, WA 98101
Phone: 844-443-4321
Fax: 844-443-4322
Email: ddrews@prismadvisor.com

©2017 Prism Capital Management LLC. All rights reserved.

Prism Capital Management LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.