Prescott Tax and Wealth Management

Prescott Tax and Wealth Management is a premier financial services firm located in San Juan Capistrano, California. With over 150 years of combined experience, our multi-generational team specializes in comprehensive tax planning, wealth management, retirement planning, and insurance benefits. We are dedicated to providing personalized service to help clients maximize their wealth while minimizing their tax burden.

Our one-stop-shop approach ensures that clients receive high-quality, tailored financial solutions in a comfortable environment. We focus on building long-lasting relationships, offering expert guidance that aligns with individual financial goals and values. Whether you're seeking assistance with tax planning, wealth management, or retirement planning, our team is here to support you every step of the way.

At Prescott Tax and Wealth Management, we believe that the first step in creating a successful financial plan is getting to know one another. If we are the right fit for you, together we'll explore your current financial map and share with you our investment philosophy, values, and perspective.

Our office is conveniently located at 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano, CA 92675-1767. We are open Monday through Friday from 8:30 AM to 5:30 PM, with additional times available upon request. To schedule a consultation or learn more about our services, please contact us at (949) 248-9815 or visit our website at prescott500.com.