PRB Wealth Management aims to be a leader in Individual and Corporate Financial Advisory services by creating financial strategies that work towards results through a forward thinking approach. It's the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.
As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. Your financial future depends upon the advisors you choose. They must be committed to your well-being, and we are. The services for individuals, corporations, and non-profit organizations that we provide are intended to align with their financial goals.
As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. Your financial future depends upon the advisors you choose. They must be committed to your well-being, and we are. The services for individuals, corporations, and non-profit organizations that we provide are intended to align with their financial goals.
Services
Ian S. Baker is President of PRB Wealth Management, a national leader in financial services. Mr. Baker, a UK Chartered Accountant, moved to the United States in 1984. He spent the next several years in leadership roles in the retail and. Denzil Dias is the Senior Vice President of Investments and Wealth Management at PRB Wealth Management.
Founded in 1980, PRB Wealth Management (Formerly Price Raffel and Browne), quickly established itself as an experienced financial services firm. With offices in Los Angeles and New York, PRB Wealth Management specialized from its inception in serving individual and corporate clients in a wide array of industries, including entertainment, professional practices, and closely held companies.
PRB Wealth Management is committed to excellence in service. Within our Individual and Corporate Financial Advisory divisions we aim to enhance our clients' prosperity. Our business structure is designed to help individuals, businesses, and business owners who can benefit from services in both our divisions.
PRB Wealth Management's Individual Financial Advisory Division provides financial confidence to individuals and their families. We strive to achieve financial goals by understanding the unique needs of all our clients. We believe in order to make prudent financial decisions you must establish a detailed financial plan for the future.
Business Owners know the pressures and complexities involved with being in such an important position. At PRB Wealth Management, the capabilities within our Individual and Corporate Advisory Divisions allow us to more completely advise business owners. As a business owner, your work and personal life are always intertwined.
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