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About Our Firm

Our Primary Purpose

Prestige Wealth Advisors is your dedicated partner on the path to financial success. Led by seasoned Investment Advisor Representative Julie Pick, Prestige offers tailored investment and asset management services to meet your unique financial objectives.

Our Primary Purpose

The firm, which began as JP Financial in 2005, has since evolved to include personal financial planning services underpinned by a deep understanding of our client's unique challenges and aspirations. Backed by an experienced and efficient operational team through Osaic, our name, Prestige Wealth Advisors, today represents the level of excellence, trustworthiness, and expertise you can expect from Julie and those who support her in all matters of your wealth management.

Delivering Wealth Management Services, Your Way

Whether you're a small business owner seeking to navigate wealth accumulation, a pre-retiree planning for a secure future, or a retiree looking to maximize income and manage estates, Prestige Wealth Advisors can help you build and execute a plan to achieve your specific goals.

Client Centered

Our mission is to manage assets and empower clients with the knowledge and strategies they need to achieve financial success. With a comprehensive suite of services, including goal planning, estate planning, legacy planning, retirement planning, portfolio management, risk management, insurance planning, and education savings planning, we are committed to delivering financial solutions that make a meaningful difference in our clients' lives.

More than anything, we believe in building enduring relationships founded on trust, transparency, and accountability. Our dedication to continuous education ensures our clients benefit from the latest industry insights and best practices. As we embark on this financial journey together, we invite you to experience the Prestige Wealth Advisors difference. Let us help you transform your financial aspirations into a reality.

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