Philosophy

Prutzman Wealth Management provides proactive, unbiased investment advice customized to meet the individual needs of our clients. Using a well-defined, disciplined research and investment process, we construct portfolios aimed at preserving capital while seeking to achieve optimal returns.

Our investment philosophy is founded on the following core tenets:
• Asset Allocation
• Diversification
• Core/Tactical Approach
• Cost Consciences
• Tax Efficiency
• Disciplined Rebalancing
• Transparency and Safety

The result is a customized portfolio tailored to meet your specific needs and goals. You also receive ongoing portfolio management services that are responsive to changes in your individual circumstances and ensures that the portfolio is on-track according to your needs. Prutzman Wealth Management aims to be with you every step of the way.