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Presad Wealth Partners

PERSONALIZED WEALTH MANAGEMENT SERVICES

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Welcome to
Prasad Wealth

Our commitment to an excellent client experience in everything we do is non-negotiable. We lead with respect, honesty, and integrity when working with team members, clients, and community. Because we embrace the individuality of individuals and celebrate diverse perspectives, we support our clients in achieving THEIR unique vision of financial success and security.

PRASAD WEALTH 

About Us

At Prasad Wealth, your financial goals are at the heart of everything we do. We pride ourselves on delivering personalized and comprehensive wealth management services that cater to your unique needs and aspirations. Our team of experienced financial advisors is dedicated to providing the guidance and support you need to achieve financial confidence and success.

SERVICES

Our Services

At Prasad Wealth, we are dedicated to providing customized wealth management solutions tailored to your specific financial objectives. Our team is committed to understanding your needs and aspirations to create a comprehensive strategy that aligns with your goals.

Why Choose Prasad Wealth Partners

Client Experience

We prioritize our clients' needs and work diligently to provide the highest level of service and support. Our clients' success is our success, and we are dedicated to helping them achieve their financial goals.

Integrity and Honesty

Integrity and honesty are the foundation of our practice. We build trust with our clients through transparent and ethical practices, ensuring that their interests are always at the forefront of our decision-making.

Respect and Inclusivity

We believe in treating everyone with respect and embracing diversity. By celebrating diverse perspectives, we foster an inclusive environment that enhances our ability to serve our clients effectively.

Why Partner with Us

Integrity and Transparency

We commit to providing clear, honest, and straightforward information about our
services, fees, and any potential conflicts of interest. We will fully disclose all relevant
information to help you make informed decisions about your financial future.

Get Started with Prasad Wealth Partners

TAKE CONTROL OF YOUR FINANCIAL FUTURE

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Let's Connect

We are eager to hear from you and discuss how we can assist you in achieving your financial goals. Whether you have questions, need more information, or are ready to start planning your financial future, we are here to help.

Prasad Wealth Partners, LLC (“PWP”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of the SEC nor does it indicate that PWP has attained a particular level of skill or ability. Prasad Wealth Partners, LLC and Prasad Wealth are affiliated yet separate entities. This website www.prasadwealth.com is owned and operated by Prasad Wealth Partners, LLC. PWP offers investment advisory services. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website or any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals should consult with their own tax or legal advisers before entering into any advisory contract.

Address

6050 Oak Tree Blvd, Suite 100, Independence, OH 44131

Email

Phone

216.313.9999

Check the background of your financial professional on FINRA's BrokerCheck. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal 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. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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