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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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Newsletters - Past 12 Months

 

 

Perspectives - January 2020

Retirement "IN" Sight - December 2019

Perspectives - December 2019

Retirement "IN" Sight - November 2019

Perspectives - November 2019

Perspectives - October 2019

Retirement "IN" Sight - September 2019

Perspectives - September 2019

Retirement "IN" Sight - August 2019

Perspectives - August 2019

Retirement "IN" Sight - July 2019

Perspectives - July 2019

Retirement "IN" Sight - June 2019

Perspectives - June 2019

Retirement "IN" Sight - May 2019

Perspectives - May 2019

Retirement "IN" Sight - April 2019

Perspectives - April 2019

Retirement "IN" Sight - March 2019

Perspectives - March 2019

Retirement "IN" Sight - February 2019

Perspectives - February 2019

Retirement "IN" Sight - January 2019

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

About Us

  • Our Firm
  • Our Location & Contact Information
  • Our Services
  • Our Qualifications
  • Our Planning Process
  • Market & Economic Reports
  • Online Account Access
  • Useful Links
  • Recognition, News & Awards
  • Newsletters
  • Client Letters
  • Annual Client Survey
  • Make a Phone Appointment
  • Download Our Contact Information
  • Our Privacy Policy
  • Card Disclosures
  • Tell A Friend

Learning Center

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    A host of financial tools to assist you.

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  • Glossary

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Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 28,535.80 -1.57%
OSX Oil Service Sector Index 64.44 -5.80%
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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
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Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer & 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.

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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.

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