Prescott Tax & Wealth Management

I’ve been a client of Prescott Tax & Wealth Management for over 25 years, and they have consistently had my best interests in mind. I’ve never felt pressured into decisions. Instead, I’m always given clear options and thoughtful guidance so I can choose what makes the most sense for my situation. What really sets them apart is that they’re a true one-stop shop for both tax and wealth management. Their approach is proactive and forward looking, not just a once-a-year conversation at tax time. They look at my entire financial picture and provide holistic advice that helps everything work together. Peter Prescott is incredibly detail oriented and does an excellent job explaining complex topics in a clear, practical way. He’s helped coordinate tax planning with my investment strategy, guided m

My wife and I decided it was time to get serious about our financial future, and working with Prescott Tax & Wealth Management was a great decision. With two kids and the cost of living in Orange County, we wanted clear guidance and a plan we could feel confident in. Grant made us feel comfortable right away and took the time to truly understand our goals. The firm feels personal and attentive, not like other big-box financial service companies. The planning process was straightforward, and the final plan covered everything from taxes and investments to college savings and monthly cash flow. Kyle also made exploring life insurance incredibly simple and stress-free, which we really appreciated. We highly recommend Prescott Tax & Wealth Management to anyone looking for thoughtful, personal

Prescott Tax and Wealth Management have made us feel like family in such a short period of time. Their knowledge, attention to detail, and care sets them apart from others we've worked with. Highly recommend working with them for any of your financial needs for investment or tax purposes.

My husband and I have worked with Grant at the Prescott team over the last year and feel in such great hands. Grant helps us with our wealth management, financial planning and taxes. As a young couple looking to build wealth and make big financial decisions, having Grant as our advisor and sounding board makes the process a lot less daunting. He is smart, hardworking, and personable. A great combo when there are a lot of numbers and redlines and rules to follow. Highly recommend him!

I use the services of Prescott Tax and Wealth Management both personally and for support of our nonprofit investments. They provide great financial investment and tax advise. in the event of my passing, they are also designated in our family trust to direct the financial support of my family. These are people who look out for you, and whom you can trust.