Our Approach

Prism Capital Management works exclusively for you, putting your interests first in all we do.  Working as an independent fiduciary financial advisor, we must always protect your best interests and disclose to you any conflicts that could prevent us from serving your best interests.  Our commitment to serve as a fiduciary forms the foundation required in a trusting advisory relationship.

WHY CHOOSE PRISM CAPITAL

We Put Your Interests First In All We Do

What we specialize in

Wealth Management

Prism Capital manages financial affairs of businesses with retirement plans, families and individuals. We manage investment portfolios, and specialize in comprehensive financial planning, which provides you and/or your company with very personal, detailed counseling such that you can pay attention to what’s most important to you in life.

We Put You First

We Put You First

We are fiduciaries and are legally obligated to always pursue what’s best for you.
Personalized Service

Personalized Service

As a boutique advisory firm, we are dedicated to providing extraordinary personal service.
Long Term Vision

Long Term Vision

Your portfolio is tailored to your personal needs, then monitored with a long-term perspective.

Our Process

01

Discovery

In our first meeting, we work together to uncover your true financial needs, goals, concerns, and evaluate your current financial position.
02

Financial Framework

With a better understanding of where you are and where you want to go, we will design a customized, actionable plan to help you achieve your goals.
03

Mutual Commitment

Once you have had a chance to review your plan, we can answer all of your questions, respond to any concerns, and then decide together how to proceed.
04

Implementing Your Plan

If you want, we can take care of the paperwork and get your plan moving forward. Call us at any time for information or if you have questions.
05

Review

As life changes, so do your goals. To make sure your plan remains in line with your goals we will meet regularly to review your progress and ensure your plan continues to fit your objectives.

WHY CHOOSE PRISM CAPITAL

Wealth Management You Can Trust

As a Registered Investment Advisor regulated by the U.S. Securities And Exchange, Prism Capital Management works exclusively for you, putting your interest first in all we do.

Our role very different from the traditional financial advisor to individual investors, stockbrokers, and we take our responsibility to act as your fiduciary seriously.

Our commitment to serve as a fiduciary forms the foundation required in a trusting advisory relationship.