Prestiq Wealth launches retirement planning framework

Prestiq Wealth introduced a 5 Steps to Retirement Planning Framework on July 8, 2026, aiming to help pre-retirees, retirees, business owners and executives make more coordinated financial decisions. The Brooklyn firm says the model ties together planning, investing, taxes, estate strategy and lifestyle goals as retirement gets more complicated.

Why it matters: - Retirement planning now involves more moving parts than portfolio construction alone. - Prestiq Wealth is positioning the framework as a way to coordinate tax, investment, estate and lifestyle decisions that can affect long-term outcomes. - The approach is aimed at people with complex compensation and asset situations, including technology workers with restricted stock units, executives with stock options and business owners planning an exit.

What happened: - Prestiq Wealth announced the 5 Steps to Retirement Planning Framework on July 8, 2026. - The Brooklyn-based firm says the framework is designed for pre-retirees, retirees, professionals, business owners and executives. - Louis Green, CFA®, CFP®, CRPS®, founder of Prestiq Wealth and a wealth advisor serving clients in Brooklyn, New York City and beyond, developed the framework.

The details: - The framework combines five disciplines: Financial Planning, Investment Planning, Tax Planning, Estate Planning and Lifestyle Planning. - Financial planning focuses on a personalized retirement roadmap built around goals, income needs, cash flow and risk tolerance. - Investment planning centers on diversified portfolios designed to align with long-term objectives and changing market conditions. - Tax planning looks at strategies that may improve after-tax outcomes through coordinated retirement, income and investment decisions. - Estate planning covers legacy goals, beneficiary planning and wealth transfer strategies for individuals and families. - Lifestyle planning ties financial resources to retirement goals, personal priorities, healthcare needs, charitable giving and quality of life. - Prestiq Wealth says many households accumulate retirement accounts, investment assets, employer stock, pensions and insurance policies over decades without a unified strategy for how those pieces work together. - The firm says the framework is intended to help investors understand how major financial decisions influence one another. - Visitors can learn more about the framework and related resources, request a complimentary copy of 5 Steps to Retirement Planning, schedule an introductory meeting and access educational articles and videos. - Prestiq Wealth also offers wealth management, financial planning, investment management, retirement planning and tax planning services.

Between the lines: - The launch reflects a broader shift in retirement advice toward integrated planning instead of siloed recommendations. - Green said retirement planning is no longer just about building an investment portfolio and now includes taxes, retirement income, employer stock, estate planning, healthcare costs and lifestyle goals. - Prestiq Wealth is framing the framework as a fiduciary, client-first process designed to simplify those decisions. - The firm’s educational approach appears aimed at attracting clients who want guidance before major financial milestones, not only at retirement itself.

What's next: - Prestiq Wealth is inviting prospective clients to explore its educational content, request the book and schedule introductory meetings. - The framework will likely serve as the firm’s central planning model for clients navigating retirement, equity compensation and wealth transfer decisions. - Prestiq Wealth says the approach is meant to support more informed decisions as clients move through changing market, tax and family circumstances.

The bottom line: - Prestiq Wealth is betting that retirees and pre-retirees want one coordinated framework instead of separate advice on investments, taxes and estate planning.