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Estate and Legacy Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

The Prentice Group

Wealth Management Strategies

8075 Leesburg Pike, Suite 400
Vienna, VA 22182
Call Us: (703) 425-1589

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Jerome Prentice is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of DC, FL, LA, MD, SC, TN, TX, VA, and WV. No insurance business may be conducted outside the states referenced.

Jerome Prentice is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6003 Wilmington Dr, Burke, VA, 22015, 703-425-1589. In this regard, this communication is strictly intended for individuals residing in the states of FL, MD, SC, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Jerome Prentice is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, MD, SC, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

The Prentice Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither The Prentice Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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The Prentice Group > Logo > Transparent
  • About Us
    • Meet Our Team
    • The Prentice Group Advantage
    • Our Mission
    • Community Involvement
    • Client Characteristics
    • Strategic Alliances
  • Our Expertise
    • Personal Financial Security
    • Wealth Management
    • Estate and Legacy Planning
    • Retirement Income
    • Our Holistic Process
  • Sample Client Website
  • Client Education
    • Video Learning Library
    • Newsletters
    • Helpful Links
  • Contact Us
  • Client Login
    • eMoney
    • Virtual Service Center
    • Eagle
    • Mainstay Funds
    • American Funds

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