Our clients live an active and enthusiastic life. They are generous, philanthropic, and outwardly focused. Through their life experience, they have learned that wealth means more than simply having money. They define wealth with the following terms:
We assist our clients in seeking ways for them to be responsible stewards of their wealth and insure that the people and organizations that they love are reflected in their legacy.
Learn more about us and the values that drive us to serve you, your family, and your legacy. Additionally, because every one of our clients is unique, we invite you to learn about Pratt Legacy Advisors through their own words.
Privacy and confidentiality is essential for success, therefore we do not share client’s names, though they have given us permission to share their stories to better serve your needs.