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Strategies for Your Wealth Management Needs

At Pruitt Wealth, we help you create a personalized financial strategy based on your lifestyle goals.

Asset Management

Asset Management

  • Asset Allocation
  • Sustainable Investing - ESG
  • Income Focused
  • Tax Aware
  • Downside Risk Aware 

    Investment Objective and Asset Allocation Structured Portfolios

  • Aggressive Growth 
  • Growth 
  • Growth with Income
  • Income with Moderate Growth
  • Income with Capital Preservation
Financial Planning

Financial Planning

  • Retirement Planning
  • Business Planning
  • Investment Planning
  • Estate Planning
  • College Planning
  • Education Planning
Wealth Management Strategies

Wealth Management Strategies

  • Small Business Strategies
  • Insurance Strategies
  • Risk Management Strategies
  • Gifting Strategies
  • Tax Strategies