PRB Private Client

About Us

Your financial future depends upon the advisors you choose. They must be committed to your well-being, and we are.

PRB Wealth Management strives to be a leader inFinancial PlanningRisk Management, and Corporate Benefits by creating financial strategies that pursue results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.

As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. An ongoing relationship with PRB Wealth Management aims to provide you with a greater sense of confidence that comes with dedicated personal service.

Our Independence is Your Advantage

As independent advisors, we focus solely on serving our clients needs and acting in their best interest at all times. This provides the confidence our clients seek to pursue financial independence on their terms.

As an independent investment advisory firm we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives so we are able to provide you with customized advice. We spend our time developing customized strategies for the unique challenges our clients face.

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources enabling us to provide personalized financial guidance to our clients.

*As reported by Financial Planning Magazine, June 1996-2021, based on total revenue