A multi-disciplinary team overseeing your complete financial picture
If you are tired of playing middle-man between your CPA, financial advisor, and insurance agent, you are not alone. Most people have their tax, investment, and planning conversations in different places, with professionals who rarely see the full picture.
At Prescott Tax & Wealth Management (PTWM), we do things differently. We are a multi-generational, family-run firm that has intentionally grown into a larger, multi-disciplinary team. You get the depth of a bigger bench of CPAs, CFP professionals, and advisors, while still knowing that your family is being cared for by a close-knit boutique firm that knows you by name.
For more than 30 years, PTWM has served individuals, families, and business owners who want a more coordinated, thoughtful approach to their financial lives. Our one-stop, family office style model brings tax, wealth management, financial planning, benefits, and insurance together under one roof so your strategies actually work together instead of against each other.
Making sense of a more complex world
As life evolves, so do your interests, goals, and responsibilities. The tax code changes, markets shift, new planning strategies emerge, and the number of decisions you are asked to make keeps growing. In a world where you can Google or ask AI about anything, it is hard to know which answers apply to you.
We believe you deserve a coordinated team that stays current on tax and financial laws and then filters what matters down to what is relevant for your specific situation. At our core, we are CPA financial advisors who review every recommendation with a keen eye toward tax planning.
What we help with
We help individuals and small business owners with:
- Tax preparation and proactive tax planning
- Investment management and retirement planning
- Business retirement plans and employee benefits
- Insurance and risk management strategies
- Coordination with estate and legacy planning professionals
Many clients first meet us as a tax client or through a comprehensive financial review. Both are natural entry points that allow us to look for tax savings and planning opportunities (what we call “tax alpha”) and to understand what matters most to you beyond the numbers. Unlike most CPAs, we are extroverted, people-focused advisors who are looking to build long-term relationships with you and your family.
How we serve you
Our mission is to provide you, your family, and your business with:
- Organization
We help bring order to your financial life today, so you know where everything is, who is doing what, and why. That same structure helps your spouse and family clearly understand, manage, and carry out your wishes in the future. - Proactivity
Our team works with you to anticipate life transitions and tax law changes so we can plan ahead instead of reacting after the fact. Time spent in preparation avoids time spent in reparation. - Objectivity
We provide an outside perspective to help you avoid emotionally driven decisions in important tax and money matters. - Education
We explain the “why” behind our recommendations so you feel informed and confident, not pressured or confused. - Partnership
We strive to be your family’s long-term financial home base, working in concert with you, not just for you.
Meet our multi-generational team
PTWM is a true multi-generational firm, committed to helping you and your family through every stage of life. We are investing in our people and our technology so that you have a larger, specialized team supporting you, while still enjoying the access and familiarity of a boutique family office.
Our close-knit team includes CPAs, CFP® professionals, Enrolled Agents, and dedicated client service professionals who collaborate across tax, wealth management, financial and estate planning, insurance, and benefits.
Our leadership
Peter Prescott, CPA, PFS – Founder
Peter has spent over 30 years helping clients integrate tax, investments, and planning. Before founding PTWM, he worked at Price Waterhouse and has taught, trained, and mentored countless professionals in the field. Outside of work, Peter enjoys spending time with his wife, Margie, and their family, attending CAL football games, traveling, and playing golf.
Grant Prescott, CPA, CFP® – Partner
Grant leads financial planning and investments at PTWM. He blends his CPA background and prior investment banking experience in the technology sector to help families and business owners make smart, tax-aware financial decisions. He is passionate about serving clients’ short- and long-term goals. In his free time, Grant enjoys traveling, exercising, golfing, taking his son to the park, and attending concerts with his wife, Natasha, and friends.
Ready to see if we are the right fit?
If you think you would benefit from a coordinated tax and wealth management team, we invite you to start as a tax client or with a comprehensive financial review. Both give us the opportunity to understand your goals, look for tax savings and efficiencies, and determine whether we are the right long-term partner for you and your family.
Call (949) 248-9815, Ext. 1 to schedule a tax appointment or financial review.
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. PTWM and IFG are unaffiliated entities. Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as an RR. These matters should be discussed with your tax professional. Peter D. Prescott CA Insurance License #0733213. Grant Prescott CA Insurance License #4291820.
