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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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Market & Economic Reports

 

Economic Review 1st Qtr 2021

 

Economic Monthly Update June 2021

 

Retirement Plan Limit Changes For 2021

 

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
  • 5 Star wealth Manager Disclosure
  • Tell A Friend

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

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
  • Twitter Icon
  • Facebook Icon
  • LinkedIn Icon

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

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.

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 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.

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