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.
Prevail Wealth Management, LLC is an independent, Fee-Only financial planning, and Registered Investment Advisory Firm, registered with the State of Washington.
Prevail carries a legal fiduciary responsibility when working with clients’'. This means the Prevail team is legally bound to act in the best interests of our clients at all times, assuring the highest level of care.
“Fee-Only” means that we are completely and solely compensated by the clients’ we serve. We receive no commissions, trails, referral fees, or other forms of compensation that could create a conflict of interest.
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.
Information is the foundation for intelligent, well-considered decisions. Whether you are planning for retirement, paying for college, or have other financial goals, sound decisions are vital in helping you achieve your goals and avoid costly mistakes that may impact your future. For many, trying to understand or manage every aspect of personal finance can be overwhelming. Having a reputable and knowledgeable advisor can help make it less daunting.
Our team is committed to helping people just like you develop strategies and create solutions for the next stage of their financial journey. Once we understand your risk tolerance, time horizon, and goals, we will work to develop a plan that carefully balances investment strategies in order to help you achieve your financial goals on time.
We invite you to review our services and contact us today to schedule a complimentary consultation with our team.
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