AREAS OF PRACTICE

WE BELIEVE EVERY FAMILY NEEDS A SOLID FINANCIAL STRATEGY

Protection

Whether you've recently married, taken on a mortgage, or started a family, cover expenses or replace income should the unexpected happen.

Kids Education

Plan & secure sufficient funds for your Kids education in their dream college/university

Retirement Planning

Take care of your money now so you won’t have to later.

Estate Planning

Protect your valuable financial assets against the litigation and unfavorable taxation.

Lifetime Income

When people do not have pension-like income, guaranteed lifetime income planning is imperative.

At Prism Wealth Management, we offer discrete and dependable consulting for your personal financial planning. Our team is available to guarantee you the best possible service.

We are independent Financial Service Professionals who work with our clients to help them Take Control of their finances. We are not captive to a specific company or provider which gives us an advantage to focus on our client’s needs and situations. We strive to provide suitable solutions to our clients based on their Time Horizon and Risk Tolerance.  

Get in Touch

Find us at the office

530 Montgomery Ave., Alpharetta, GA 30004

Give us a ring

Shruti Mahuli
+1 470 685 1744
Mon - Sat, 8:00am - 8:00pm ET

Contact Us