Our Approach

The PresCap Process

The name of our company – PresCap – stands for preservation of capital.

That name is also reflected in the P.R.E.S. process, which is based on simplicity and transparency.

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

Robert Kiyosaki

American Businessman

P.R.E.S. Process

Through the P.R.E.S. Process, we take our clients from their first contact with our firm and build a lifetime relationship – one where you depend on us to help you build wealth, protect it and pass it on.

P

Probe

Probe

Over a series of meetings, we discuss the tough questions that help us establish the goals for your financial future.

R

Research

Research

PresCap has access to the financial tools that help wealthy people keep their money and mitigate taxes. We choose solutions that fit your unique needs and avoid risk.

E

Enlighten

Enlighten

We won’t burden you with paperwork, but ensure you clearly understand your investments and our fees.

S

Streamline

Streamline

We go the extra mile for our clients, supporting your family and your life. When you have issues or challenges, we are the problem-solvers who are just one call away.

Core Values

WE FOLLOW THE RULES, BUT BREAK THE NORMS

Be Patient

It’s not what you earn, it’s what you keep. It’s for that reason we are dedicated to developing portfolios that are patient – the kind that let you sleep at night. We take a slower, diversified, longer-term approach to growing assets, respecting the nest egg you have worked hard to build and protecting it – patiently – for future generations.

Be Invaluable

When our clients have a problem, we want to be the second phone call they make – after a spouse. We have a “Golden Rolodex” – having developed relationships with highly qualified people in key professions. We build tightknit relationships and step in and step up to solve issues that may or may not include finances, but can be resolved by bringing the right people together.

Be A Norm Breaker

PresCap Advisors’s clients are out-of-the-box thinkers and so are we. We serve a clientele with significant wealth to protect, and where the average financial solution isn’t a fit. We’re well regarded in the industry for offering results tailored to the specific and complex requirements of those who value protecting their vast estates from taxes and inflation. We follow the rules but break the norms with proven results.

"We are dedicated to developing portfolios that are patient –
the kind that let you sleep at night."

Harvey Spira

PresCap Founder

Connect with PresCap Advisors

Your Investment

Management & Financial

Planning Solution.

Are you interested in learning more about how our elevated client experience can help you pursue your goals? We’d love to have a conversation! Please provide your contact information so we can schedule a time to talk.

PresCap Advisors specialize in  financial solutions for wealthy people. For high-net-worth clients focused on preserving their capital, PresCap Advisors provides tailored financial solutions – reducing tax burdens while matching cash flow needs with lifestyle.

212-548-6446


Mobile: 917-539-1718


[email protected]

424 West End Ave., Suite 9D
NY, NY 10024


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PresCap Advisors is an investment adviser located in New York, NY. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor.  Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website at www.adviserinfo.sec.gov or FINRA’s BrokerCheck at https://brokercheck.finra.org/.  

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