Prism Wealth Partners, LLC

Prism Wealth Partners is a registered investment advisor founded in 2026, located in Waveland, Mississippi. Prism Wealth Partners provides personal investment management services, designing portfolios tailored to individual goals, time horizons, and risk tolerances. When appropriate, Prism Wealth Partners hires outside portfolio managers to handle all or part of a client's investments while maintaining the primary client relationship. The firm uses fundamental analysis to evaluate securities and helps clients navigate various investment risks, including market volatility, inflation, interest rate changes, and global economic factors. In addition to investment management, the owner is a licensed insurance agent and can offer insurance products through a separate company for a commission. Prism Wealth Partners does not require any minimum account size to open an investment account.