History
Alan Pratt worked in the banking industry from 1975 – 1992. He left banking in 1992 to become an estate planning professional and joined a local firm. He left that firm five years later and founded Family Wealth Advisors in 1997. Alan’s own values were central in establishing what the company would do and how it would service its clients.
First, he wanted a family-centered business. Second, he was a community-minded individual and wanted his new business to reflect that virtue. Finally, he firmly believes the wealthy, those that have abundance, have a desire for stewarding their wealth responsibly.
Since the inception of Family Wealth Advisors, Alan has designed innovative programs to work with families to guide, council and direct them to use their total wealth to demonstrate the care and commitment to their families and their communities. The ultimate goal has always been to help clients reduce their tax exposure and improve their lifestyle, as well as, increase their charitable giving.
Alan Pratt believes very strongly in the principles of Legacy Planning from the Heart™. Alan and his brother, Charlie Pratt, along with both of his parents, Bill and Eileen Pratt, host a discussion 4 times a year for an audience of clients and advisors and they go through the actual steps of building and protecting a legacy…their own. Alan “walks the talk” by sharing this testimony and the achievements they have made through the legacy planning with the family.
In 2004, Family Wealth Advisors changed its name to Pratt Legacy Advisors to better reflect its clientele and service offerings. With over 29 years of experience in the financial services industry, Alan Pratt exemplifies all that he teaches and recommends to his clients. The team at Pratt Legacy Advisors continues to honor the client’s past accomplishments, passions, values, and the future they want for themselves and their loved ones.
To request more information, please see the Pratt Family Private Discussion page.
