We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process. With over 120 years of combined experience in the financial services industry, we advise clients on a vast number of financial issues to advance their ambitions and empower them to live more confidently. Our business model has always been one that places clients’ best interests at the forefront of every decision. By retaining a select group of advisors, in counsel to a limited number of clients, we are deeply engaged, and deliver a world class wealth management experience. We continue to build our team by adding expertise and capabilities to enhance the client experience. Securities and Advisory Services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC and SEC Registered Investment Advisor. Additional Advisory Services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management and Cadaret, Grant & Co. Inc. are separate entities.