About Us
An Integrated Approach
We established Pruitt Richmond Wealth Management to better serve you. Our team of Certified Financial Planners and Certified Public Accountants provide a comprehensive planning experience.
Clients First
As your financial partners, we listen to your hopes and dreams, as well as what scares you or what creates a sense of fulfillment. We will help you find your why and guide your financial decisions to help live a purposeful life. Our fees are competitive to help you maintain your financial wellness.
Our Commitment
We are committed to providing sound financial advice customized to help you reach your goals while mitigating risk. Our recommendations will be for your benefit, never for our compensation. We will be there during your success and during moments of adversity.
Our Team
Jason Richmond, CFP®
Mitchell Pruitt, CPA, CFP®
Mitchell Pruitt, CPA, CFP®
Jason began his investment career with Northwestern Mutual. While there, he gained expertise in insurance and investment planning. He passed the 2-15, SIE, Series 6, Series 7, Series 63 and Series 65 exams and is a CERTIFIED FINANCIAL PLANNER™. He left Northwestern Mutual to create PRWM to better serve his clients. He is married to Allis
Jason began his investment career with Northwestern Mutual. While there, he gained expertise in insurance and investment planning. He passed the 2-15, SIE, Series 6, Series 7, Series 63 and Series 65 exams and is a CERTIFIED FINANCIAL PLANNER™. He left Northwestern Mutual to create PRWM to better serve his clients. He is married to Allison. Together they have two boys, Andy and Luke, and their loving dog, Skye.
Mitchell Pruitt, CPA, CFP®
Mitchell Pruitt, CPA, CFP®
Mitchell Pruitt, CPA, CFP®
Mitchell Pruitt is a Fort Myers native and a two-time alumnus of the University of Florida. He graduated with honors while obtaining his bachelor’s and master’s degree in accounting with a specialization in taxation. Mitchell has been a CPA since 2015 and a CERTIFIED FINANCIAL PLANNER™ in 2020. Mitchell is excited to apply his tax expert
Mitchell Pruitt is a Fort Myers native and a two-time alumnus of the University of Florida. He graduated with honors while obtaining his bachelor’s and master’s degree in accounting with a specialization in taxation. Mitchell has been a CPA since 2015 and a CERTIFIED FINANCIAL PLANNER™ in 2020. Mitchell is excited to apply his tax expertise to the realm of wealth management and looks forward to serving clients in Southwest Florida for years to come.
Wesley Pruitt, CPA, CFP®
Mitchell Pruitt, CPA, CFP®
Wesley Pruitt, CPA, CFP®
Wesley is a Partner at Pruitt Richmond Wealth Management with both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ designation. Wesley graduated from the University of Florida in 2019 with a master’s degree in accounting. After graduating, he moved back to his hometown of Estero, Florida to partner with his brother. Wesle
Wesley is a Partner at Pruitt Richmond Wealth Management with both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ designation. Wesley graduated from the University of Florida in 2019 with a master’s degree in accounting. After graduating, he moved back to his hometown of Estero, Florida to partner with his brother. Wesley continues to work as an accountant, but is excited to expand into wealth management where there are even more opportunities to help his clients.