Who is Prudent Wealth

At Prudent Wealth, we apply the analytical rigor and precision of engineering to strategic financial planning, serving engineers across the U.S. from our virtual office in Huntsville, AL. With over 30 years of specialized experience, our firm expertly crafts financial strategies that integrate seamlessly with your professional and personal aspirations. Whether you are just beginning your career or preparing for retirement, our tailored, tax-efficient solutions help your financial structure to be robust and attuned to your life’s goals, delivering clarity and confidence every step of the way

Our Services

 

Divorce Planning

 

Estate Planning

 

Financial Planning

 

Investment Management Planning

 

Retirement Planning

 

Tax Planning

Our financial planning and investment management services are tailored to bolster your long-term financial health, reflecting the precision of your engineering career.

Blogs

FAQ

Q

Do I need a certain amount of money to work with you?

Unlike many financial advisors, you do not have to have a certain amount of investable assets to work with me. We want to be able to help you at any stage of your life and know that you may not have any current savings or investments outside of your employer sponsored plan.

Q

Who is NOT a good fit for Prudent Wealth?

Anyone who thinks we can beat the market or predict the future. Anyone who doesn’t want to be proactive in planning. Anyone who believes they can do it on their own without any help. Anyone who doesn’t see the value in what we offer.

Q

Is there a fee for an initial meeting with you?

No. Our introductory phone meeting and initial planning meeting are complimentary. We want you to see exactly how we can offer value and improve your financial plan before you agree to pay us a penny