Prestige Wealthwide, LLC

Prestige Wealthwide, LLC is a financial advisory firm based in Lehi, UT, established in January 2022 by Sterling Lawrence Sessions. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to PWW for investment decisions, with a focus on fiduciary duties and fair allocation of opportunities among clients. Investment strategies include fundamental analysis and modern portfolio theory, with a range of investment options such as mutual funds, fixed income securities, real estate funds, equities, and ETFs. PWW charges an annual fee of 1.50% based on assets under management, with no minimum account size required. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients have the flexibility to choose how fees are paid and are responsible for third-party fees. PWW emphasizes transparency, ethical conduct, and compliance with a written Code of Ethics. The firm does not compensate non-advisory personnel for client referrals and provides clients with regular account reviews and reports. Charles Schwab & Co., Inc. provides institutional trading and custody services to PWW, with no soft-dollar benefits received. PWW does not aggregate client trades and does not require clients to use a specific broker-dealer. The firm discloses potential conflicts of interest and operates independently from Charles Schwab & Co., Inc.