Services We Offer

Understanding the services a financial planner can offer is the first step to reaching your goals. Our experts will help you develop a personal financial plan that simplifies your financial life, adapts to changing environments, and aligns your resources with your goals. We want our clients to make wise financial decisions that leave a lasting legacy.

Retirement Planning

We'll guide you through the various choices you can make to help provide for your financial future.

Investment Planning

We'll guide you to maximize gain and minimize loss with basic principles.

401K Services

A well-designed 401K plan can provide both financial security and make for a happier workforce.

Business Succession

One of the most important decisions a business owner must face is when and how to step out of the business.

Estate Planning

We’ll help you manage and conserve your assets, and plan for future distribution.

Tax Planning

We will help deploy the best strategy to take advantage of changing laws in order to accomplish the dreams of you and your family.

Charitable Giving

Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can reduce taxes.

Divorce Support

We'll guide you to make you feel more prepared to negotiate with confidence.


The Concierge Approach

Prism Capital Management, LLC acts as a client’s advocate in all facets of financial planning. This concierge approach builds trust between all parties as investments are coordinated with other important aspects of wealth planning. Whether a client has their own professional team or would like us to recommend experts in a particular field, we always remain on the same side of the table as our client. We also understand that this is an evolving process as life events may require occasional adjustments.

There are no additional fees for this service.


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.

Realize your wealth's potential

Schedule Your FREE Wealth Assessment

Send us a note below to meet with Prism Capital Management and discuss how we can help you make the most of all that you own, now and for decades to come!

    It would be great to hear from you! If you have any questions.