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      Prestige Wealth Management

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      Prestige Wealth Management reviews

      Dedicated to it's clients and staff... - Client Services Prestige Wealth Management Employee Review

      4.0
      3 May 2018
      Client services
      Recommend
      CEO approval
      Business outlook

      Pros

      All staff is hard working and dedicated to providing the firm's clients the best possible service and client experience. Staff is very knowledgeable in their specified roles, collectively bringing a full financial, estate and tax planning umbrella to touch all of their client's needs.

      Cons

      Still very traditional in it's dress code, would like to see it be a bit more casual.

      avatar
      Prestige Wealth Management Response
      7y
      Thank you for your review of Prestige Wealth Management Group. We appreciate your feedback regarding the dress code and are very happy that you are focused on our collective mission and goals!

      Explore other reviews about Prestige Wealth Management

      5.0
      1 Aug 2022
      Advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      Interesting work. Always a new challenge. Sharp people working together.

      Cons

      A few operational flaws. Nothing major.

      2.0
      20 Sept 2014
      Anonymous
      Recommend
      CEO approval
      Business outlook

      Pros

      Competitive salary, beautiful/clean office, life/health insurance, other fringe benefits, friendly coworkers are equally driven and motivated

      Cons

      Hostile work environment and a lot of false promises given during the interview process and throughout your tenure. There are too many people in the firm with "Manager" and "Director" titles, so if you're a junior employee they will make every effort to let you know that you're a junior employee and will treat you accordingly. Firm's interest is neither aligned with the employees nor the clients' best interest. CEO averages a 4-5 month vacation each year, which speaks volumes on the leadership and direction that the firm is heading.

      1
      avatar
      Prestige Wealth Management Response
      7y
      Thank you for your feedback. Over the past few years since you wrote this review we have made significant improvements in our leadership team. This review was posted at a time when the firm was going through an operational shift, as many companies do. As you can see from the more recent reviews, our current staff enjoys working together as a team to provide a high level of service to our clients which is proven through our very high client retention percentage.
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