Prestiq Wealth launches new client website for planning services

By AI, Created 5:31 PM UTC, June 03, 2026, /AGP/ – Prestiq Wealth has launched a new website in New York to give business owners, families and other clients 24/7 access to financial planning tools, educational content and meeting scheduling. The firm says the site is built to help visitors reduce taxes, invest more effectively and plan for retirement with more direct access to Louis Green and his team.

Why it matters: - Prestiq Wealth is trying to make institutional-style financial planning easier to access for business owners, families and high-income professionals. - The website gives visitors a faster path to education, scheduling and planning resources without needing a first call. - The launch positions the firm to capture more prospects who want digital access before choosing an advisor.

What happened: - Prestiq Wealth launched a new website at prestiqwealth.com on June 3, 2026. - The New York City-based firm says the site gives current and prospective clients 24/7 access to planning tools, resources and expertise. - The platform is led by Louis Green, CFA®, CFP®, CRPS®. - Prestiq Wealth serves individuals, professionals, technology employees, business owners, founders and pre-retirees.

The details: - Visitors can request a complimentary copy of “5 Steps to Retirement Planning,” described as Louis Green’s guide to financial, tax, estate, investment and lifestyle planning. - The website includes regularly updated articles on retirement planning, tax strategy, restricted stock units, equity compensation, lifestyle planning and related topics. - Prospective clients can schedule a meeting directly with Louis Green through the site. - The site outlines Prestiq Wealth’s services, including financial planning, tax planning, estate planning, investment planning, 401(k) planning and lifestyle planning. - The website also explains how Prestiq Wealth works with business owners, founders and recipients of restricted stock units and stock options. - Visitors can review the firm’s 5-step wealth planning process, client pillars and wealth management framework. - The site links to educational videos on Louis Green’s YouTube channel and to Louis Green’s LinkedIn page for market commentary and financial education. - Prestiq Wealth is headquartered at 111 W 33rd St, Suite 1401, New York, NY 10001. - The firm lists a phone number of (917) 590-0552 and an email address of louis.green@savvyadvisors.com.

Between the lines: - The launch leans into a broader shift in wealth management toward self-service education paired with direct advisor access. - Prestiq Wealth is using the website to reinforce its fiduciary message, technology focus and client-first positioning. - The emphasis on restricted stock units, stock options and exit planning suggests the firm is targeting clients with complex compensation and business liquidity needs.

What’s next: - Louis Green said the website is meant to give different types of clients a place to get answers, access expertise and take steps toward financial goals. - The firm appears to expect the site to serve as a central hub for ongoing lead generation and client engagement. - Prestiq Wealth will likely continue adding educational content, market commentary and planning resources through the platform.

The bottom line: - Prestiq Wealth is betting that a more accessible digital experience will help turn planning expertise into more client conversations and more qualified relationships.