Prevail Innovative Wealth Strategies was established in 2017 after more than 30 years of experience as a traditional investment advisor company. Today, as an innovator in the industry, we have $2.2 Billion of Life Insurance “In-Force” and have earned multiple industry-based awards.

We believe the financial services industry has placed too much emphasis on the accumulation phase of the financial lifecycle with little regard to the planning and distribution phase. We challenge the industry status quo by inverting the paradigm to focus on what you keep so you can take control of your financial future.