• Home
  • Services
    • CPA & Tax Planning
    • Consulting Services
    • Wealth Planning
    • Benefits & Insurance
    • Retirement Plan Services
  • Team
  • Resources
  • Our Location
  • Client Login
    • Albridge
    • NetXInvestor
    • RightCapital
    • Citrix ShareFile
Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
  • Home
  • Services
    • CPA & Tax Planning
    • Consulting Services
    • Wealth Planning
    • Benefits & Insurance
    • Retirement Plan Services
  • Team
  • Resources
  • Our Location
  • Client Login
    • Albridge
    • NetXInvestor
    • RightCapital
    • Citrix ShareFile

CPA | Tax Planning

Wealth Planning

Benefits & Insurance

Retirement Plan Services

Four Decades of Experience to Consult, Advise and Guide You.

Our Team

At Prescott Tax and Wealth Management, clients benefit from our diverse and dedicated team of professional tax specialists, CPAs, and wealth planners. We take the privilege and responsibility of managing your financial assets seriously and we are personally invested in each of our clients’ lives. We promise to provide you with the highest quality professionalism and personal service.

Meet Our Team

What Makes Us Different?

40+ Years. Expert Qualifications. Real World Experience.

High Quality

A high quality boutique setting with access to expert professionals closely familiar with your personal situation and preferences.

One Stop Shop

A premier one stop shop with documented knowledge, experience and resources in key financial disciplines that enables you to comfortably consolidate financial issues.

Trusted

A warm, comfortable and personal environment where you and your family can confidently build a trusted lifetime relationship.

Take The First Step.

At Prescott Tax and Wealth Management we believe that the first step in creating a successful financial plan is getting to know one another. If we are the right fit for you, together we’ll explore your current financial map and share with you our investment philosophy, values and perspective.

    Contact Info

    • Prescott Tax and Wealth Management
    • 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano, CA 92675-1767
    • (949) 248-9815
    • (949) 661-5395
    • grant@prescott500.com
    • https://prescott500.com

    Disclosures

    Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Prescott Tax and Wealth Management and IFG are unaffiliated entities. Independent Financial Group (IFG) does not provide tax advice or tax services. Registered Representatives of IFG do not provide these services as part of their securities business.

    Licensed to sell securities in the following states: AL, AZ, CA, CO, FL, GA, HI, ID, KY, MA, MI, MN, MT, NV, NH, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA & WY.

    Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

    © 2023 · Prescott Tax and Wealth Management

    • Home