PRIZM FINANCIAL

Our PRIZM team is dedicated to helping you achieve every one of your lifetime financial goals. Our investment process is designed to protect and grow wealth. It considers each client's risk tolerance and aims to limit significant drawdowns. Our goal is to help investors build long-term portfolios that experience the power of compounded returns... We believe our clients should have the flexibility to take advantage of opportunities while still maintaining a definitive, imbedded layer of risk management. PRIZM continually implements new technologies and seeks out innovative investment managers toward this goal... We'll communicate with you on a regular basis and provide comprehensive reports for each of your accounts. Furthermore, we provide you with the highest level of personalized service, including regularly scheduled meetings, newsletters, and workshops.

Also known as: Prizm Financial Advisors, PRIZM Financial Advisors, Inc.

Primary location: Wheaton United States