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Helping You Sustain Your Legacy

To plan for long term security for your family, you must start with a blueprint.  Prestige Wealth Management Group can help get you there.

Prestige Wealth Management Group offers comprehensive strategies through a spectrum of financial services. From plans to grow your wealth to planning for your family’s future, Prestige Wealth Management Group is one of Syracuse’s preeminent financial services firms.

Welcome to Prestige Wealth Management Group LLC

Our company specializes in longevity. Prestige Wealth Management Group has helped clients work toward achieving their short-term and long-term goals through measured and perpetual discipline. Let us help turn your present portfolio into a plan. for your financial future.

Whether you are a veteran of success or are just starting to manage your portfolio, Prestige Wealth Management Group can help you work toward achieving your goals.  

Contact us today for a free consultation.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Prestige Wealth Management Group, I specialize in tailoring strategies to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, I endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Prestige Wealth Management Group, I can help your tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build toward long-term profitability.

Insurance Services

A good defense is the best offense. Let Prestige Wealth Management Group help protect you and your family with our insurance policies.

Our Areas of Focus

Market Summary




Insurance & Retirement Planning Strategies

Risk mitigation by use of the proper insurance strategy can be the foundation of your financial security. Retirement may seem far away, but it’s never too early to start making smart financial decisions.

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Qualified Plans & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Prestige Wealth Management Group can help make it easy. Our time-tested benefit strategies help leave your employees in good standing.

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Business planning Strategies

Succession planning affects everyone who has an interest in the business. Having the foresight to protect your business against the loss or disability of an owner or key employee can mean the difference of business as usual and closing the doors.

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Employee Benefit Services

These days employees are looking for benefit plans to enhance standard packages. Voluntary benefits are a cost effective way to enhance current packages.

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Education Funding Strategies

Rising education costs require a forward-thinking plan. Prestige Wealth Management Group can help you prepare for one of life’s biggest investments.

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