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Let's Build it Together

We believe that alignment of beliefs and core values is of critical importance to the success of a business, with respect to both its employees and its clientele. As such, we gear our entire customer interview and staff hiring process is around identifying and clarifying this alignment. From our initial phone call to learn a little bit about you and what you’re trying to accomplish, to our first discovery meeting to understand where and how we can add value, we take care to ensure that our service and your needs are a fit. 

We believe that if it doesn’t work for us, it won’t work for you and vice versa.

Of course this alignment is only one part of a successful relationship; there also must be value creation for each party.  As a firm, we look for opportunities to enrich our customers’ lives through education, experience sharing and of course a return on investment.

The goal of our planning process is to create an engaging experience for you with comprehensive planning as a focal point and peace of mind as a primary outcome. We utilize project management tools to provide transparency and to help you feel more connected to both the process we bring you through as we work towards the outcomes you seek.

Personal Financial Planning and Investment Advisory Services

Everything begins with a plan and our personal financial planning services is designed to create a clear path forward for investors and entrepreneurs.  As a registered investment advisor, we also offer both management (through our custodians) and advisement of securities such as stocks, bonds, REIT's, mutual funds and private placements.  Our open architecture approach to investment advice, supports investors with high concentrations in real estate and venture investment looking for broad comparative advice that fits their unique investment philosophy.

Fractional CFO Services for Business's

Our teams unique background supports entrepreneurs seeking to grow or sell a business.  Since an entrepreneurs greatest asset is often their ability to increase income, or build equity in a business we help think through capital allocations which may include reinvestment in the business and offer separate consulting engagements that focus on business specific outcomes.

Private Family Office Services

Prism offers a suite of services that cater to the unique needs of family offices.

Like our business clientele, our wealthy families often seek to establish policies and systems of governance capable of supporting lasting generational wealth.  From family leadership meetings to develop a families Mission, Vision and Core Values, to the creation of family advisory boards, Prism has the experience and operational process to support complex legacy planning for the ultra high net worth family.

SCHEDULE A CALL  and let's map it our together.