Skip to main content
Prudent Wealth Management Inc.Scott E. Holstein, CPA, PFS, CFP®
Prudent Wealth Management Inc.Scott E. Holstein, CPA, PFS, CFP®
  • Home
  • About Us
    • Our Firm
    • Our Services
    • Our Qualifications
    • Our Planning Process
    • Recognition, News & Awards
    • Annual Client Survey
    • Our Privacy Policy
    • Tell A Friend
  • Economic News
    • Market & Economic Reports
    • Client Letters
    • Newsletters
  • Resources
    • Useful Links
    • Videos
    • Calculators
    • Flipbooks
    • Newsletters
    • Articles
    • Glossary
  • Contact
    • Download Our Contact Information
  • Online Account Access
  • Make a Phone Appointment

Prudent Wealth Management Inc.
Scott E. Holstein, CPA, PFS, CFP®

  • Twitter Icon
  • Facebook Icon
  • LinkedIn Icon

Client Letters

May 2023 - The Debt Ceiling and Your Portfolio

April 2023 - More Banking Troubles Emerge But Seem Contained

March 2023 - Major Risks To Family Wealth

February 2023 - Are You Retireing In The Next Five Years

January 2023 - Inflation and the FOMC

December 2022 - Retirement Plan Contribution Limits 2023 

November 2022 - What Happens When There Are No Beneficiaries

October 2022 - End-Of-Year Moves 2022

September 2022 - Social Security

August 2022 - Required Minimum Distributions (RMDs) 101

July 2022 - Creating a Retirement Strategy

June 2022 - The Behavior Gap and Your Financial Health

 

 

 

 

 

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC.

Email should not be used to enter orders.

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. CA Insurance License #0K99821

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction- based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in AZ,CA,FL,NJ,NY,PA.

We are registered to sell Securities in AZ,CA,CT,DC,FL,MA,MD,NJ,NY,OH,OR,PA,TN,TX,VA.

[ Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise | Order Routing Disclosure | www.ceteraadvisornetworks.com ]



  • Site Map