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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4.529 reviews
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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Amy V.
4/23/2025

Peter runs a very shady and money hungry firm. My husband and I hired their firm starting two years ago to do our personal and business taxes. Before signing on I asked what his rates were and he...

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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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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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"I have had members of this firm handling my taxes for over 25 years, and I have never had any issue. As long as all of your documents are ready and prepped (they're not going to do that gathering..."
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