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PRISM Wealth Advisors, LLC

Name: PRISM Wealth Advisors LLC
Address: 208 S. Dodge St., Algona, IA, 50511-2737, US
Telephone: 515-295-9513

208 S. Dodge St, PO Box 675
Algona, IA 50511-2737

Phone:

515-295-9513 800-288-6669

Fax:

515-295-4374

E-mail:

pbh@berthelrep.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

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Personal Retirement Income Savings Map

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That's where PRISM Wealth Advisors, LLC can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.

Be sure to visit Our Investment Philosophy.

Check out our updated content that we think you'll find beneficial:

Newsletters

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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