Prana Wealth Management LLC is a U.S. Securities and Exchange Commission (SEC) registered investment advisory firm based in Massachusetts. Founded by Havell and Scott E. G. Frisby, the company operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Prana Wealth focuses on providing holistic and personalized financial planning, which includes retirement planning, investment management, and aligning clients' financial resources with their life goals and values. Their fee-only model aims to eliminate conflicts of interest by ensuring compensation comes directly from clients, not from commissions on financial products.

Founded in

United States