At The Pron Wealth Management Group, we pride ourselves on the value we provide to clients. Taking many forms, that value reflects our ability to provide an extra measure of sophistication and service – the kind many clients never experienced previously.

Who do we serve? A loyal and accomplished clientele that spans generations and the nation’s geography. These successful men and women include business owners, corporate executives in the health care and consumer product sectors, physicians, individuals experiencing divorce, retired couples, and families in more than 20 states. 

Experience tells us that many investors are confused – with 24/7 “financial noise” and conflicting points of views. While they’re certainly financially astute, many clients come to us in search of a sensible financial strategy they can understand and follow.

As a high caliber and stable team that managed clients’ money and emotion amid the volatility of 2000, 2008 and 2020, we are proud that virtually all of those clients remain with us today. We believe that’s due in large part to our enlightened perspective on mitigating investment risk and helping clients prosper from new opportunities as they present themselves. 

Encouraging clients to see us as a “first call” for any financial matter, we enjoy “figuring things out” and responding to clients in timely fashion. Our mission is to unburden clients and streamline their efforts. Oftentimes, we align our strategies with those of their CPAs and attorneys or provide access to Bank of America for residential, securities-based or commercial lending, or practice solutions.

Inertia is a common enemy of advisors and clients alike. By demonstrating initiative and being proactive, we differentiate ourselves from many advisory teams. As examples, we share weekly emails with clients on the markets and other topics, try to mitigate identity theft, raise financial awareness among clients’ children, and host events in which clients can hear and share new ideas. Above all, we look to educate clients and engage with their family member on subjects that may be difficult to discuss. As a family ourselves, we know the importance of achieving financial and emotional comfort.

At the end of the day, we consider ourselves to be “good people” serving other “good people” whom we admire for their achievements, ambitions and examples to others. Our devotion to clients is shared by our outstanding support people, some who’ve been with us for decades. When clients call, we recognize their voices and their needs. We feel proud to assist our clients and the manner in which we do.