Broker Check

Other Services

  • Education Funding Analysis
  • Analysis of life, health and disability insurance
  • Estate liquidity and survivor income analysis
  • Financial planning for closely held businesses
  • Formal Business Plans with financial projections
  • Business transition and continuation planning
  • Retirement Income Analysis
  • Retirement Plan disbursement alternatives
  • Employee benefit plan analysis
  • Employer sponsored financial planning
  • Analysis of investment portfolios
  • Business Planning and Analysis
  • Marriage/Divorce Financial Planning

Brokerage and Investment Services - Prometheus Capital Management makes available the services of The Investment Center, Inc., a FINRA broker-dealer licensed for securities transactions of varying types. Mr. Wetzel and Mr. Novick are registered representatives of The Investment Center, Inc. These services are provided by these individuals for separate and typical compensation. Some transactions may provide commissions to our firm’s associates, while other transactions have no sales charge. Our clients are not obligated to implement transactions through The Investment Center, Inc. or engage these individuals when implementing recommendations. Clients shall have total freedom to execute securities transactions with any company of their choice.

Investment Advisory Services are only offered through Prometheus Capital Management Corp., which is independent of The Investment Center, Inc

Insurance Services - Mr. Wetzel and Mr. Novick are also are agents for numerous insurance companies. Mr. Wetzel and Mr. Novick may offer to sell insurance products and may receive commission on the sale of such products. These services are provided by these individuals for separate and typical compensation. Clients shall have total freedom to execute insurance transactions with any company of their choice as part of the plan implementation process.

We are licensed to offer insurance products in the following states: CT, FL, MA, MD, NC, NJ, NY, PA, and VA. This is not an offer or solicitation in any state where not properly licensed.