PRW Wealth Management Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

PRW Wealth Management, LLC operates in the investment management industry, providing client-focused and independent financial guidance rooted in more than three decades of experience. The firm serves individuals and families who have gained wealth through entrepreneurship, professional careers, or life transitions, as well as institutional clients such as non-profit endowments and foundations seeking prudent asset stewardship and enduring advisory relationships. Based in Quincy, Massachusetts, the company emphasizes careful asset management and sound guidance through its independent advisory model, with securities offered through a separate broker-dealer. The organization positions itself as a trusted partner for long-term asset planning and a range of investment advisory services, while noting that it does not provide legal or tax advice. A notable development in its recent history is the acquisition by Edelman Financial Engines, announced in November 2023. The firm operates with a regional footprint and maintains a focus on delivering comprehensive guidance to a diverse client base over many years.

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