Prestiq Wealth
No reviews yet · Serves Nationwide · Specializes in Athletes & Entertainers, Business Executives, Business Owners/Entrepreneurs
Prestiq Wealth is a Brooklyn-based wealth management practice helping pre-retirees and retirees navigate retirement planning. Services include investment management, retirement planning, tax planning,
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Financial Advice & Coaching
- Financial Planning
- Investment Management
- Life Transition Planning
- Portfolio Management
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Loss Harvesting
- Tax Planning & Strategy
- Trust Services
- Wealth Management
Pricing
- Full Service Wealth Manaement — $4,000–$50,000 quarterly
- Financial Plan — $2,500–$10,000 one-time