Price Wealth Management

Comprehensive financial planning and low cost investment management are vital to reaching your financial goals. Unlike brokers, our investment advisors earn no commission because we are fee-only financial advisors. By not working for commission compensation, we have no conflicts of interest.

You Decide What’s Best for You

We offer two levels of financial service
1. Full service discretionary investment management
2. Non-discretionary investing through Self-Directed Plus+SM

Your Financial Interests Come First

Our Certified Financial Planners and Certified Trust and Financial Advisors are Fiduciary Advisors who put your best interests above our own. We do not sell products which pay lucrative commissions. Our advisory fee is transparent and you will know exactly what you are paying for our services.

   Our approach is centered around communication and transparency.  Work with our firm and you’ll know how your money is invested, and why. You’ll know how your accounts are performing, and you’ll know the fee you are paying. 

Stuart FL Investment Advisors

Investment Planning

  • Asset Allocation Review
  • Income Stream Analysis
  • Portfolio Fee Analysis
  • Investment Management
  • Tax Loss Harvesting
  • Independent Manager Selection
Financial Planner Stuart Fl.

Financial Planning

  • Retirement Planning
  • Estate Tax Reduction Strategies
  • Family Gifting Programs
  • Inheritance Planning
  • Planning for Liquidity Events
  • Charitable Trust Planning
  • Social Impact Philanthropy
Financial Advisors Stuart Florida

Insurance Planning

  • Annuity Performance
  • Annuity Fee and Policy Review
  • Life Insurance Needs Analysis
  • Life Insurance Policy Review
  • Long-Term Care Protection Strategies

Price Wealth Management professionals hold the CFP®, and CTFA charter designations. How do these credentials benefit me as a client?

We believe expertise and continual learning differentuates some advisors from others. At PWM, our company principals and directors have pursued graduate-level training from either MBA school, professional designations, or both. This means your team of advisors has deep knowledge of personal financial planning, trust and estate administration, and securities analysis.

Many competing firms outsource financial planning or investment selection to experts who work at company headquarters somewhere else. At Price Wealth Management, our CFP® (Certified Financial Planner), and  CTFA (Certified Trust and Financial Advisor) experts are in-house. This means we are deeply engaged in the management of our clients’ assets because we do all the work ourselves. Our clients know we understand them individually, and this helps them feel comfortable hiring us as their family advisor.

Contact Price Wealth Management:

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309 SE Osceola Street, Suite 105 | Stuart, FL 34994


Advisory services offered through Naples Wealth Planning, a state registered investment advisory firm. Price Wealth Management may only conduct business with residents of the states for which they are properly registered.