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Our Mission and Commitment is to You

At Pruitt Wealth, we focus on you and the unique set of financial circumstances you and your family face.  Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives  By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future.

We are committed to a high standard of ethical conduct.  We should give preference to our clients over personal interests.  Following our moral and ethical convictions and striving to do the right thing in all circumstances, even when no one is looking, is the core of good integrity. 

Our Mission

I started my career at A.G. Edwards and I've focused my business on the core principals of the firm early on.  "Our purpose is to furnish financial services of value to our clients.  We have a fiduciary responsibility to putting their interest before our own.  We are committed to helping our clients pursue financial independence, a successful retirement, and a lasting legacy.  We are confident that if we do our jobs well and give value for what we charge, mutual trust and respect will develop, but also satisfaction and fair reward will result."  If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 727.623.0853.