Pratt Legacy Advisors is an independent, fee-only wealth management firm registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). The company provides a holistic and comprehensive approach to financial planning and investment management, primarily serving a select group of affluent families and individuals. Their stated mission is to act as a trusted advisor and "family CFO" for their clients, focusing on long-term wealth preservation and multi-generational legacy planning.

Founded in

United States