Prudence | Wealth Advisory
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Here's what we do together - In Plain English

Tell us what you want to do.
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We will gather the info we need.
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We build a plan.
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We see if anything could or should
​be tweaked to make it better.
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We come up with
​a ​game plan, together.
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We review and keep
​the game plan on track.
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Copyright © 2019 Prudence Wealth Advisory. All Rights reserved.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, www.FINRA.org. www.SIPC.org.
​Wil Smith, CFA, CFP®, Registered Representative. (CA Insurance Lic.# 0E98453).
Prudence Wealth Advisory, Cooper McManus and Securities America are not affiliated.
Advisory services offered through Cooper McManus, a Registered Investment Advisor.
​Securities America and its representatives do not provide tax or legal advice.
​Please consult an appropriate advisor regarding your personal situation prior to acting on information.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.
Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. 
  • Home
  • What We Do
  • About our CFP® Professionals
  • Contact