We help people.

Very few people have an exclusive role these days. Trustees, executors, executives, entrepreneurs, beneficiaries, business owners - you could be one or all of these things. Financial decisions impact many relationships. Assets are intertwined. Fiduciary responsibility can be daunting.

By focusing on the roles of the people involved and not the type of assets is where PRK & Associates can make the biggest difference. In doing so, we give you more options to consider from a single source. We customize our services to meet the specific needs of a trust or estate, individuals, families, business owners or all of the above. We are interested in developing long-term meaningful relationships with our clients and bringing peace of mind to an often complex compendium of assets.

Our greatest value and expertise lies in dealing with the complex issues associated with wealth. As a result, our typical clients have assets in excess of $1M.

As an independent fee-only advisor, we also render our services to those seeking expert advice on specific projects or decisions impacting their financial future.

Contact us today see see how we may be able to serve your needs.

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