Prism Capital Management, LLC serves its community of clients that include individuals, families, and small business entities. We are dedicated to preserving the unique requirements that characterize the core values of every client and their ongoing financial services needs.
We lend our service to a number of applications including:
- Wealth planning
- Retirement and In-Retirement planning
- Investment advisory service (portfolio management/asset allocation)
- Strategic Social Security planning
- Fiduciary trust/trustee services
Business retirement plans (401k, Simple, Profit Sharing, etc)
Additionally, we have a comprehensive working knowledge of the needs of professional athletes and understand the unique financial challenges facing them through their current and post-professional athletic careers.