PROFESSIONAL RETIREMENT STRATEGIES LLC

Overview

Professional Retirement Strategies LLC is a privately owned limited liability company that serves individual and family clients. The firm bills on a percentage-of-AUM basis and combines advisory work—primarily portfolio management for individuals and small businesses—with insurance brokerage activity. Its publicly reported advisory services also list pension consulting among the activities the firm performs. The firm does not position itself as a capital allocator or an ESG-focused investor, and it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices