Wealth Management Solutions
Financial institutions looking to meet the wealth management needs of affluent and institutional clients must offer a robust set of solutions to stay competitive, build new relationships, and grow assets. Success in today’s marketplace requires a broad variety of investment strategies, advanced technology, and focused advisor support.
Leverage our experience
For nearly three decades, Prudential Wealth Management Solutions has been helping U.S. and international financial firms like yours envision, design, and implement their wealth management offerings, and optimize their workflow to improve growth and profitability. Our distinct approach combines an integrated wealth platform, research services, and advisor development to deliver holistic investment solutions for wealth management challenges.
Expertise to help your organization grow
Our integrated wealth platform helps you create distinct, integrated, and unified portfolios that eliminate product silos and the servicing complexities multiple systems and client accounts create to help support revenue growth, improve profitability, and better manage risk.
- Connectivity with major custodians, trust accounting providers, and trading entities
- Extensive relationships with leading money management firms
- Experience with large scale account conversions
Learn more about Prudential Wealth Management Solutions
Contact Us
For more information on Wealth Management Solutions, please contact Gavin Spitzner, Senior Vice President, Business Development, at (973) 802-7760 or gavin.spitzner@prudential.com
Investing involves risks. Some investments have more risk than others. Since no one manager/investment program is suitable for all types of investors, this material is provided for informational purposes only. You need to review your clients' investment objectives, risk tolerance, and liquidity needs before introducing suitable manager/investment programs. For tax advice, your clients should consult their tax professional regarding their particular situation. Asset allocation and diversification do not assure a profit or protect against loss in declining markets. There is no assurance portfolio managers will achieve their objectives.
For institutional client use only.
Wealth Management Solutions is a division of Prudential Investments LLC, Newark, NJ, a Prudential Financial company. Prudential Investments, Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.