Preserving Legacies,
Elevating Wealth.
Where Value Meets Vision
We are a leading Wealth Management firm known for our client-centric approach. Our name, inspired by the Latin word “Pretium” (value), reflects the principle that guides everything we do.
We offer thoughtful, unbiased advice and a holistic approach to managing wealth—designed for individuals and business owners who want clarity, confidence, and strategy behind every financial decision.
If you’re looking for a partner who sees the full picture—personally and corporately—welcome to Pretium.
Our Services
Wealth Management
Wealth Management
Financial Planning
Financial Planning
Business Continuity & Succession
Business Continuity & Succession
Estate & Legacy Planning
Estate & Legacy Planning
Our Services
Wealth Management
Build and preserve your wealth with confidence.
Guided investment management tailored to your goals and risk profile. Our strategies are designed for long-term growth, tax-efficiency, and peace of mind—so you can focus on what matters most.
Financial Planning
A clear roadmap for every stage of life.
Financial planning is the foundation of everything we do. We work with you to develop a customized plan that evolves with your goals—from saving for the future to navigating complex financial decisions.
Business Continuity & Succession
Ensure the future of what you’ve built.
As a business owners, your financial life is deeply intertwined with your company. We help you plan for growth, prepare for transitions, and build a strategy that supports both personal and business success.
Estate & Legacy Planning
Protect your legacy, support the next generation.
Thoughtful estate planning ensures your values, wealth, and wishes are carried out with care. We help you design a legacy plan that’s aligned with your intentions and integrates seamlessly with your legal and tax professionals.
Who we are
At Pretium Wealth, we partner with growth-oriented professionals, business owners, and affluent families who seek more than just investment management—they seek clarity, strategy, and confidence in every financial decision.
Our Mission
Is to make a difference
in your life
in your business
for the next generation
in every financial decision
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Our Mission
Is to make a difference
in your life
in your business
for the next generation
in every financial decision
Some sample text expanding on the life aspect would be nice here.
Some sample text expanding on the business aspect would be nice here.
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Our Team
Driven by Expertise. Defined by Relationships.
As a business owners, your financial life is deeply intertwined with your company. We help you plan for growth, prepare for transitions, and build a strategy that supports both personal and business success.