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Who We Serve

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Professionals Over Age 40

The majority of our clients are professionals and executives with established careers who are actively planning for retirement, if not planning to retire in the very near future.

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People Established In Life

Our clients typically have accumulated retirement assets of $400,000 or more (excluding real estate). While they appreciate nice things, they are more interested in creating rich experiences while saving for a secure future.

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People Who Want To Delegate The Details

While they control the big decisions, our clients invest in hiring a seasoned professional to help them proactively implement the details so they can spend time on what’s important.

If this resonates with you, we’d love to talk


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Free Retirement
Reality Check

To help you make an informed and educated decision about hiring Prana Wealth, we offer a free Retirement Reality Check assessment that will show you how to improve your finances before you pay us a single dollar in fees.

The Retirement Reality Check helps you answer three critical questions that are crucial for a secure retirement.

There are no obligations, hard-sells or high-pressure sales tactics. If Prana Wealth is not a great fit, we’ll refer you to another high-integrity professional, shake hands and part as friends.


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