The Prestigiacomo Carroll Group

Madison Office
Phone: (608) 252-5761
Toll Free: (800) 937-8625
Fax: (608) 252-5750
Email Us
Baird
One South Pinckney St
Suite 600
Madison, WI 53703
Map/Directions


Trusted financial partners with your best interests in mind

Mission

Our mission is to create and preserve wealth for our clients.

 

We provide quality advice while consolidating and simplifying your family’s financial complexities. Whether it is retirement planning or wealth management, we are committed to helping you. To better serve you, we are committed to our education as advisors, as evidenced by our multiple professional designations.

Philosophy

Creating a comprehensive financial plan and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. We’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once we’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.

 


Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner


Why You Should Choose a Certified Private Wealth Advisor™

 

 

Team3.jpg 

Meg

Meg Prestigiacomo, CFP®, CPWA®
Vice President

Tom

Tom Carroll, CFP®, CPWA®
Director

Ross

Ross Fedenia, CFP®
Financial Advisor

Shayla

Shayla Boyland
Assistant Vice President

TODAY'S MARKETS


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