Prescott Tax & Wealth Management

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30950 Rancho Viejo Rd Ste 100
San Juan Capistrano, CA 92675
+1 (949) 248-9815
http://www.prescott500.com

Prescott Tax & Wealth Management, located in San Juan Capistrano, CA, offers a comprehensive range of financial services including CPA tax planning, wealth management, retirement planning, and insurance benefits. With a dedicated team of professionals boasting 150 years of combined experience, the firm emphasizes personalized service and a commitment to helping clients maximize their wealth while minimizing their tax burden.

Distinguished by its multi-generational team and a one-stop shop approach, Prescott Tax & Wealth Management provides clients with high-quality, tailored financial solutions in a comfortable environment. The firm's focus on building long-lasting relationships ensures that clients receive expert guidance that aligns with their individual financial goals and values.

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4.530 reviews
Scott C.
12/14/2025

I've been a client of Prescott Tax & Wealth Management for over 25 years, and they have consistently had my best interests in mind. I've never felt pressured into decisions. Instead, I'm always...

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Ron P.
9/9/2025

For years we had our IRA's with Morgan Stanley out of Chicago since the company I worked for was based in that area and about a year ago we finally switched everything to Prescott Tax & Wealth...

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Nora C.
9/12/2025

As rather young professionals focused on wealth accumulation, finding the right financial advisor felt daunting, we didn't know where to start or who to trust. Before working with Grant, we were...

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Brian R.
8/25/2025

I have been working with Prescott Tax and Wealth Management for a little over two years and they have been nothing short of spectacular. Their communication is stellar, knowledge is endless, and...

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Luke P.
7/10/2025

We started working with the Prescott team right after our first baby was born, and honestly, I don't know how we would've navigated this stage of life without them. They've been insanely...

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