Prescott Tax & Wealth Management

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30950 Rancho Viejo Rd Ste 100
San Juan Capistrano, CA 92675

Prescott Tax & Wealth Management is a leading financial services firm based in Shawnee, KS, offering a comprehensive range of services including CPA tax planning, wealth planning, benefits insurance, and retirement plan services. With a team of experienced professionals, they provide personalized and high-quality solutions to help clients maximize their wealth and minimize their tax liabilities.

With a multi-generational team boasting 150 years of combined experience, Prescott Tax & Wealth Management stands out as a trusted one-stop shop for all financial needs. Their boutique setting ensures close attention to individual preferences and a warm, comfortable environment where clients can confidently build a trusted lifetime relationship. By offering a comprehensive suite of services and a commitment to professionalism and personal service, they strive to help clients achieve their financial goals.

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