About

Prevail Wealth Management was founded by Amy Mutal in 2012. After working for a large broker-dealer firm for over 7 years, Amy decided she wanted something different that more closely aligned with her philosophy of putting an emphasis on financial planning. Instead of focusing on quotas and sales goals, she wanted to be able to focus 100% on the best interests and needs of her clients. She opened her own boutique, fee-only, fiduciary financial management firm in order to make this dream a reality. With that, Prevail Wealth Management was born.

Amy’s commitment to her clients’ success has been woven into every aspect of Prevail. The firm has grown to include employees dedicated to financial planning, research, investment management, client relations, technology, communications, and education. These employees work together to provide each client with a dedicated service team that is the cornerstone of the Prevail experience and what sets us apart from other firms.

At Prevail, our clients are at the center of everything we do. We apply a team approach to address a wide variety of needs as we help clients maneuver through the complex financial world.

We invite you to discover and experience our unique approach to financial services. As a boutique wealth management firm, we are able to offer personal attention to all of our clients to gain a full understanding of their goals, risk tolerance, and time horizon. While we may be a smaller firm, we don’t let that hold us back from offering the resources of a large firm. From our commitment to technology to our full-service team approach, the difference becomes clear.

No single financial strategy fits every person or family. This is why each of our clients gets our undivided attention throughout the financial planning and investment management process. We apply a proactive and comprehensive approach to developing a strategy that will help you meet your financial goals, both short-term and long-term.