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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

Grant Prescott

Home Grant Prescott

Grant Prescott is Director of Financial Planning and Investments at Prescott Tax and Wealth Management. Most recently, Grant was an investment banker focused on the technology sector at Wedbush Securities. During his time at Wedbush, he participated in several marquee IPOs and follow-on offerings, including Unity Software’s $1.5B IPO, and acted as a financial advisor to The Sandbox, a high-growth metaverse company, that raised roughly $93M from SoftBank and other premier venture capital investors.

Prior to Wedbush, Grant was trained as a CPA at Ernst & Young, one of the most prestigious accounting firms in the world, where he conducted financial audits of the top Silicon Valley hedge funds, private equity, and venture capital firms.

Grant is passionate about serving his clients,’ friends,’ and family’s short and long-term financial goals. He graduated from Cal Poly, San Luis Obispo with a double major in Accounting and Finance. In his free time, Grant enjoys traveling, exercising, golfing, surfing, attending concerts with his wife (Natasha) and friends.

Grant Prescott

CPA, Director of Financial Planning and Investments

949.248.9815 ext. 3
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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://www.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: AZ, CA, CO, FL, GA, HI, ID, KY, MA, MI, MN, MT, NV, 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.

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