Our services are designed to help individuals, families, and business owners build, protect, and preserve their wealth. Rather than focus on selling products, we offer customized recommendations and provide clients with options from which to choose. As an independent firm, we are committed to offering unbiased strategies aligned with your unique needs and specific goals.
In a non-stop world, it's difficult to find the time to manage your wealth and plan for the future, let alone stay up-to-date on the latest market changes or investment opportunities. But without a proactive strategy, pursuing your goals and staying on track can be difficult. That's where we come in.
In a non-stop world, it's difficult to find the time to manage your wealth and plan for the future, let alone stay up-to-date on the latest market changes or investment opportunities. But without a proactive strategy, pursuing your goals and staying on track can be difficult. That's where we come in.
Services
Aaron Prokopec is the founder and President of Prokopec Wealth Management and an Investment Advisor Representative with LPL Financial. Robbin Cutsor is the Office Manager with Prokopec Wealth Management. Serving as a Jill-of-all-trades, she assists with marketing, client appreciation events, and the daily tasks that keep the office running.
At Prokopec Wealth Management, we offer individuals, families, and business owners comprehensive services designed to help them build, protect, and preserve their wealth. Our clients range in age from the young family to the mid-career professional to the couple preparing for retirement. Wherever clients are in life, many are concerned with ensuring they will have enough money to last throughout retirement and leave a legacy.
Our firm was founded by financial advisor Aaron Prokopec with the goal of providing customized financial strategies, unbiased advice, and trusted guidance. Originally working in chemical engineering, Aaron developed a passion for designing comprehensive plans. Realizing he could combine this passion with his interest in finance, he transitioned into the financial services industry, working with Edward Jones in Charleston, South Carolina.
As an independent firm, we are not tied to a single product, nor do we have any conflicts of interest. We are committed to offering unbiased and objective recommendations and strategies aligned with your unique needs and specific goals. Whether you are sophisticated about money and investments or are a financial novice, we want you to feel comfortable, heard, and well-informed.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
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