Schedule a conversation
Let's talk about the retirement you want to live.
An introductory call for individuals and families considering ongoing wealth management who want a coordinated approach to retirement.
We’ll talk about what’s on your mind, where you are today, and whether Prestiq Wealth may be the right fit to help you move forward.
what you get
Five parts. One coordinated retirement.
Our ongoing wealth management relationship brings you five critical areas together into one integrated plan.
We pre-retirees and retirees coordinate the moving parts of their financial lives so they can make informed decisions with greater clarity and confidence.
Our Process:
What to expect
A straightforward conversation about you.
No pressure. No complicated presentation. Just a
chance to see whether working together makes sense.
- ✓ What you want retirement to look like
- ✓ The financial decisions you're currently navigating
- ✓ How your investments, taxes, estate, plan and lifestyle fit together
- ✓ Whether an ongoing relationship with Prestiq Wealth is a good fit
Before you book
Why have this conversation?
Retirement decisions rarely stand alone. The goal of the call is to
understand what you’re trying to accomplish, and to work out together
whether a coordinated, ongoing relationship would help.
This call is for you if…
- You’re approaching retirement, or already there
- You want one person coordinating the whole picture
- You’re navigating equity compensation, a business exit or
a liquidity event - You’re looking for an ongoing
relationship, not a one-off answer
Worth knowing
This conversation is intended for
prospective clients interested in an
ongoing wealth management
relationship. We generally require a
minimum of $250,000 in investable
assets. If you’re close to that, it’s still
worth talking.
Prefer to reach out directly?
Get in touch.
- (917) 590-0552
- louis.green@prestiqwealth.com
- Brooklyn, New York · serving clients nationwide
You've built the wealth. Let's build the retirement.
Schedule a complimentary conversation to see whether Prestiq Wealth is the right fit for your retirement planning, investment management, and tax strategy needs.