Your Partner in Creating Financial Freedom for Generations to Come
Coordinating Your Wealth for Your Legacy and Success
When you’ve worked hard for your success, you deserve to be excited about the opportunities ahead—now is your chance to use your wealth to make exciting memories, support the people you love, and create a legacy that matters. And in the middle of this wonderful, busy life you’ve built, the last thing you want to worry about is your finances. But you also can’t help it—when you have a lot of complex moving parts to your wealth story, you sometimes wonder if you’re making the right choices. You want to know that you’re doing everything you can to prepare for the best possible future, but the idea of diving into the details can be overwhelming.
At Prince Financial Services, we act as your partner, helping you take a step back from the chaos and confusion to create predictable, long-term outcomes for your future. With more than 80 years of planning expertise, we help protect our clients from the volatility of an ever-changing financial landscape, creating a lasting legacy designed to benefit you and your family for generations. We specialize in helping highly compensated executives, business owners, and families create and implement financial plans that bring every part of your wealth together for your success.
Our goal is to help you understand where you are now, where you’re trying to go, and organize your finances so you can see how everything works together. We review each aspect of your wealth as part of your whole plan to ensure you’re not missing opportunities or overlooking any risks. When you partner with us, you can trust that we’re taking care of the details so you can stop worrying and walk through life with confidence.The Prince Way
High Net Worth and Generational Wealth Planning
Closely Held Business Planning and Succession
Single Stock Executives
Planning for a Liquidity Event
Suddenly Single Individuals
Tax Efficient Strategies
Socially Responsible Investing
Forbes ranks our team one of the best
Forbes has recognized Julie Prince as one of the top women wealth advisors in the state. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.