Scott E. Holstein, CPA, PFS, CFP®
Wealth Management - Financial, Retirement & Estate Planning

Contact Us

301 York Road Suite 200

Warminster, PA 18974

Phone: 800-458-9330, 215-942-8640

Fax: 800-436-9399, 215-942-8646

info@prudentwm.com

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Client Letters

June 2019 - The Gift Tax

May 2019 - Three Key Questions to Ask Before Taking Social Security

April 2019 - Could Social Security Really Go Away?

March 2019 - 10 Years, Tremendous Gains

February 2019 - Tactical vs. Stratigic Investing

January 2019 - You 2019 Financial To-Do-List

December 2018 - Your Money Moves For The End of 2018

November 2018 - Tolerating the Turbulence

October 2018 - New Parents Planning Decisions

September 2018 - Trade War May Not Impact U.S As Expected

August 2018 - The Sequence of Returns

July 2018 - The Flattening of the Yield Curve

June 2018 - Wealth Management With Memory Disorders

May 2018 - The 2018 Tax Changes

April 2018 - What Should You Keep

March 2018 - Did You Receive an Adjusted 1098

February 2018 - The Importance of Rebalancing

January 2018 - Everyone Is Talking About Bitcoin

December 2017 - Talking To Your Heirs About Your Estate Plan

November 2017 - Proposed Tax Plan

October 2017 - Equifax Breach

September 2017 - Tax Harvesting

August 2017 - Avoiding Cybercrooks

July 2017 - Are you Prepared For The Market Cooling Off

June 2017 - June Rate Hike

May 2017 - The Fiduciary Standard

April 2017 - What Are Your Odds Of Being Audited

March 2017 - Don't Let Volitility Alter Your Plan

February 2017 - Have A Plan, Not Just A Stock Portfolio

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Contact Us

301 York Road Suite 200

Warminster, PA 18974

Phone: 800-458-9330, 215-942-8640

Fax: 800-436-9399, 215-942-8646

info@prudentwm.com

Map and Directions

Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

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Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a registered investment advisor. Certain advisory services and financial planning services offered through Vicus Capital, Inc., a federally registered investment advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

The Paladin Registry 5 Star Advisor ranking is based on criteria determined by the Paladin Registry, years of financial services experience, education, number of industry degrees / designations, clean compliance / regulatory record and industry licenses and registrations. Inclusion in the Paladin Registry is not an endorsement of the advisor by the Paladin Registry, nor is it indicative of the future performance or quality of investment advice provided by the advisor.

The Five Star Wealth Management Award , issued by Five Star Professional, a third party research firm, identifies 7% of wealth managers within a local region who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients. Five Star award recipients were nominated by either their broker/dealer or peers. Factors considered include: a minimum of five years of experience in the financial services industry, acceptance of new clients, one year and five year retention rates, number of client households, and client assets under management.

A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: been subject to a regulatory action that resulted in a license or registration being suspended or revoked, or payment of a fine, had more than a total of three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process, individually contributed to a financial settlement of a customer complaint, filed for personal bankruptcy, been convicted of a felony.

Recognition from rating services or publications is no guarantee of future investment success. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.

For more information on the Five Star Award and the research/selection methodology, please visit www.fivestarprofessional.com.

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