Finance SC Mag
Peter Prescott formed Prescott Tax & Wealth Management (PTWM) over 20 years ago to focus on the needs of individual and small business owners who want and deserve a more comprehensive approach to their financial affairs that are typically provided by separate CPA, Financial Planning and Insurance advisors. Peter was one of the first CPAs nationally to offer a combined CPA and Financial Planning approach.
Peter astutely observes that most individuals go to separate financial advisors who are trying to maximize the business for their own specific service without regard to the impact of the other areas of required planning and the budgetary trade-offs needed for ultimate financial success.
Peter is proud of his training and background including a CPA, Masters in Taxation, Advanced Financial Planning designations, Accredited Investment Fiduciary designation, Registered Securities Principal, B.S. in business from U.C. Berkeley, Insurance Agent and Price Waterhouse alumni. However, Peter is prouder to be able to implement all of these skills sets when assessing client’s unique financial situations. Few advisors or firms have the training and experience to deliver such a comprehensive approach. PTWM can complete what is needed from planning conception through implementation.
This approach provides the most client satisfaction and positive feedback to...