Broker Check
Where Financial Success Begins

Where Financial Success Begins

Prestige Wealth Advisors, led by Julie Pick, offers personalized financial planning and asset management services. Our commitment is to serve clients with their best interests at heart.

... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
Work With the Best

Work With the Best

No matter how complex your investing situation is, we can help.

Make an Appointment

Who We Work With

Prestige Wealth Advisors proudly serves a diverse range of clients, from small business owners and professionals to pre-retirees and retirees, families, and those just starting their wealth management journey. While each client group often has similar financial needs, considerations, and aspirations, no two clients are the same. Our approach is rooted in building strong, one-on-one relationships to deliver personalized guidance that serves each individual or family’s best interests.

Pre-Retirees

Pre-Retirees

We focus on optimizing wealth accumulation for clients still in the prime of their careers.

Learn more
Retirees

Retirees

We assist retirees in making the most of their savings to ensure a fulfilling retirement.

Learn more
Small Business Owners

Small Business Owners

We recognize the unique wealth management challenges that entrepreneurs face, particularly those in the building and construction fields.

Learn more
Families, Professionals, & Individual Investors

Families, Professionals, & Individual Investors

Our mission is to help all investors make prudent financial decisions that foster wealth accumulation over time.

Learn more

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

At Prestige Wealth Advisors, our commitment to financial excellence is underpinned by a comprehensive suite of services designed to empower our clients to achieve their unique financial goals.

Our philosophy is rooted in recognizing the individuality of each client and tailoring our services accordingly. We invest the time to comprehend their financial goals, risk tolerance, and time horizons. Through personalized guidance and expert advice, we help clients navigate the intricacies of finance and make tangible progress toward their financial objectives.

Retirement

Retirement

Your most important financial milestone

Learn more
Wealth Management

Wealth Management

Portfolio construction and risk management

Learn more
Peak-Career

Peak-Career

Wealth-building strategies for professionals

Learn more
Estate Strategy

Estate Strategy

Strategies for every phase of life

Learn more

Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

Thank you!
Oops!