Prentice Wealth Management

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

We were honored to celebrate alongside so many inspiring organizations at the Better Business Bureau of Upstate New York 2026 Torch Awards luncheon. The energy in the room was a powerful reminder that integrity isn’t just a value - it’s a shared commitment we make every day.
Congratulations to all the incredible companies we had the privilege of sharing the stage with, and thank you to the BBB for recognizing the impact of ethical business practices that strengthen and elevate our community. Trust isn’t built overnight. It’s earned step by step through consistency, transparency, and doing what’s right, even when it’s not easy. Prentice Wealth Management is proud to be part of a business community that continues to raise the bar.

The One Big Beautiful Bill Act (H.R. 1), signed into law on July 4, 2025, made sweeping changes to Medicaid and the ACA marketplace that are being phased in through 2027 and beyond. Learn more about the relevant changes...

Medicaid Community Engagement Requirements & ACA Changes

⭐ We had an incredible time at our annual client appreciation Red Wings game and veterans fundraiser on Friday! We were especially honored to welcome Laura Heltz, an Army veteran and the Executive Director of Veterans Outreach Center, who shared powerful insights into their mission and the impact they continue to make for local vets. A heartfelt thank you to our clients - we truly value the opportunity to connect with you and your family outside the office. Our collective efforts at this annual event have raised nearly $12,000 for the VOC and almost $11,000 for Honor Flight Rochester over time. That impact is truly something to celebrate! 🎉

Rebalancing keeps portfolios aligned with long-term goals by trimming outsized winners before concentration risk grows. Micron’s surge shows how gains can quietly distort risk, making discipline—not market timing—essential.

Why We Rebalance

Is a college degree still worth it? 🎓
With tuition costs rising, it’s a fair question but the data tells a compelling story.
Recent studies show that in today’s challenging economic climate, 86% of individuals with a four-year degree report they’re doing “okay” financially. Compare that to just 41% of those without a high school diploma.
That gap isn’t just about income. It reflects greater stability, more career flexibility, and increased access to opportunities.
A college degree isn’t the only path to success, but it remains one of the most reliable ways to build long-term economic resilience. As costs rise, so does the importance of making informed decisions about education, value, and return on investment.
The conversation shouldn’t just be about the price of college, it should also be about the cost of going without it.