Our History

 

Craig D. Price Stuart, Florida Certified Financial Planner & his father Gary Price

A Close Father-Son Relationship

Craig Price, CEO & Founder of Price Wealth Management Stuart Florida, was a boy in the late 1960’s when every night over family dinner, his father, Gary, would tell stories about the stocks he liked and recommended to his clients. His father’s excitement about innovative companies like Polaroid and Xerox was contagious, and Craig absorbed his dad’s enthusiasm for investing. During Craig’s high school years, Gary taught him how to read stock charts. Every month, when the Daily Graphs arrived in the mail, Craig pored over hundreds of stock charts, searching for growing companies with bullish trends and price patterns. With a list of the best charts he could find, Craig would sit at the kitchen table after dinner was cleared and go over every stock with his Dad. Their close father-son relationship, together with their shared passion for investing, set the stage for a partnership that would begin ten years later.

Our Commitment To Holistic Approach

When he was thirty, Craig joined his Dad in the business.  Drawing on his father’s 35 years of experience, Craig learned quickly how to navigate bull and bear markets for his clients. Beyond merely investing, Craig learned how to develop relationships of deep trust which put the clients’ interests and needs first above all else.

In 2008, Craig led their father-son partnership beyond its beginning form and created Price Wealth Management in Stuart, Florida. The addition of Wealth Management to their team name signified Craig’s holistic approach to investing. This includes services such as financial and estate planning, and philanthropic giving.  From 2009 onward, the group experienced rapid growth, and Craig expanded the capabilities of his group by adding additional, qualified, professional staff.

We Are Fee-Only Advisors

Price Wealth Management is a Registered Investment Advisor (RIA) affiliate. As a private, fee-only firm, employee compensation is more closely aligned with our clients interests than the compensation and culture of brokerage firms. As a Registered Independent Advisor affiliate, our clients’ wealth is managed to the higher fiduciary standard of care. To fulfill its fiduciary mandate, Price Wealth Management employs professionals with advanced degrees, financial certifications, and career experience with investment management, fiduciary services, and client service.

Contact Price Wealth Management:

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

772-888-3757

Advisory services offered through Hayden Royal LLC, an SEC-registered investment advisory firm. Price Wealth Management may only conduct business with residents of the states for which they are properly registered.

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