Broker Check

Wealth strategies outside the box

Our team’s combined experience, credentials, and knowledge of a wide range of investment vehicles and services allows our firm to provide top-quality, cost-effective financial strategies that are individualized for the specific needs of our clients.


Over 160 Years & Counting

We offer advice and strategies tailored to you… continuing a long tradition of service that we have honored since 1859. Wherever you are on your journey and whatever financial well-being means to you, we will meet you where you are at.


More than $220 billion assets under management

Prestige Wealth strategies is a financial services firm with clients with investable assets of $1 million dollars and more. The firms’ clients include affluent individuals, companies, and corporations across many geographic regions within the United States. Our professionals specialize in asset management, estate protection strategies, and asset/estate distribution consulting.


Member Elite Advisor Group

At Prestige we put our experience to work to earn your trust. Along the way, we’ve gained respect as one of America’s leading financial service companies. And we’ve earned the trust of our clients and their families for generations.

<sup>Hello</sup><br/>Message From Our Senior Advisors

Hello
Message From Our Senior Advisors

By combining our knowledge and experience in financial services with our focus on building lasting relationships, we are determined to deliver sound investment and insurance strategies that can help you take control of your financial future. Our education and experience helps us communicate complex issues and analysis clearly. We will skip the jargon. Because we want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process. With the ongoing growth of our financial advisory businesses over the past decade, this has led to accumulating a clientele base that required us to expand our capacity by shifting from the ‘solopreneur’ advisor model into forming an advisor team. The appeal of the team model is the potential to both improve operational productivity through delegation of tasks, expand service with a broader range of expertise, and train and develop next-generation financial advisors in the business. Teams grow faster than sole practitioners because they do the fundamental things that drive growth, allowing us to manage fewer accounts creating deeper relationships and lifelong clients. Thanks for visiting.

Best of the Best
Our Promise To Our Clients

Together we will face the future with courage, strength, and wisdom.


We are Here For You.

We understand your situation.

The most important work we do is getting to know who you are. When we work with people as individuals, not dollars & stats, that’s when we are able to deliver on our mission.


Professionals You can Count On.

We educate you on your options

When you have personal and practical questions, we will be ready with answers about the options that can help you make best decision. We believe in giving you the knowledge and time you need to understand the performance and progress towards the goals you’ve committed to us.


Evolving With You.

We stay connected.

As the world and your goals change overtime, your financial strategy should as well. With advice designed for you and investment platforms built to meet your needs at every stage of life, we help you secure your well-being, so you can live the life that is most meaningful to you.

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Articles

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Presentations

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Newsletters

Timely newsletters to help you stay current.

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Glossary

Financial terms from A to Z.

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Videos

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Your Team

Kevin Murray, CFP®

Senior Partner and Founder

Founder and Senior Partner Kevin is a veteran of the financial services industry since 1996, he founded PRESTIGE Wealth Strategies after graduating with a bachelor’s degree in finance from Canisius College. Kevin also played Division 1 baseball at Canisius College. As a financial consultant, Kevin’s focus is on a goal-based wealth management and helping individuals and families in pursuit of their short-long term financial objectives. Kevin assists in the teams focus on goal-based wealth management approach where he reviews all aspects of a client’s life in relation to their financial plan to maximize the efficient transfer of wealth on a tax favorable basis. Kevin holds the Certified Financial PlannerTM (CFP®) designation. Kevin is an avid sportsman who spends his time off fishing, coaching baseball and golfing. Kevin is originally from Buffalo, NY where he started his practice and is now a resident Mars, PA (North of Pittsburgh) where he lives on a 33-acre farm with his wife Carol, his sons Danny and Troy and their beloved dog Maple (Red Labrador).

Jason Kuilman, CFP®,ChFC, CRES

Senior Partner

Senior Partner Jason is a Senior Partner at PRESTIGE Wealth Strategies. Jason graduated from Penn State with a degree in finance. Jason started in the Financial Services industry in 2005 at Equitable Advisors and joined PRESTIGE Wealth Strategies a few years later. He earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation in 2008. He also has earned the Chartered Financial Consultant (ChFC). Jason’s focus is on a goal-based wealth management and helping individuals and families in pursuit of their short-long term financial objectives. Kevin assists in the teams focus on goal-based wealth management approach where he reviews all aspects of a client’s life in relation to their financial plan to maximize the efficient transfer of wealth on a tax favorable basis. A lifelong Erie resident, Jason heads up the PRESTIGE Wealth Strategies office in Erie, PA. He presently lives in Fairview with his wife Michelle and two kids, Jackson and Anna. In between the various activities that the kids are involved in, you my find Jason on a golf course or spending time with his family. He is the co-founder of the Equitable Erie golf tournament which has been successfully going since 2013, and has raised well over $150,000 during that time for various charities in Erie

Adam Brunner, AIF

Senior Partner

Senior Partner Adam is a veteran of the financial services industry since 2002. He received his bachelor’s degree in Finance from the University at Buffalo. Adam is a lifelong Buffalo resident, born and raised in Clarence, NY. As a financial consultant, Adam’s focus is on goal-based wealth management, and helping individuals, families, and businesses implement these strategies in pursuit of their short- and long-term financial objectives. Adam assists in the team’s focus on a goal-based wealth management approach in which he reviews all aspects of a client’s life in relation to their financial plan to maximize efficient wealth transfers. Adam holds the Accredited Investment Fiduciary (AIF) designation. Adam is an avid sportsman and father who spends his time off hunting, fishing, and hiking with his daughter. He lives in Orchard Elma, NY with his daughter Kylie, and their beloved German shorthaired pointer (Hank).

Cody A. Williams, ChFC

Senior Partner

Senior Partner Cody is a veteran of the financial services industry since 2009, joining Prestige Wealth Strategies after a professional football career in the CFL. He received his bachelor’s degree from Colgate University, where he also was a member and Team Captain of the Colgate University Football Team. Cody is a lifelong Buffalo resident, born and raised in Orchard Park. As a financial consultant, Cody’s focus is on goal-based wealth management, and helping individuals, families, and businesses implement these strategies in pursuit of their short- and long-term financial objectives. Cody assists in the team’s focus on a goal-based wealth management approach in which he reviews all aspects of a client’s life in relation to their financial plan to maximize efficient wealth transfers. Cody holds the Chartered Financial ConsultantSM (ChFC®) designation. Cody is an avid sportsman who spends his time off fishing, boating, and skiing. He lives in Orchard Park, NY with his wife Emily, and their beloved Doberman (Tarpon).

Roger Burlingame

Partner

Partner Roger Burlingame lives in Corry PA with his wife and two children. He graduated from Penn State in 2002. After working in business management and banking for over a decade he found his passion in finance. In his free time he enjoys the occasional round of golf and spending time with his family. As a financial advisor focused on planning for businesses and individuals, Roger helps his clients identify their financial goals with effective strategies and customized plans for education, retirement, and the preservation of wealth.PRESTIGE Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Nathan DeFilippi, CPA,MBA

Partner

Partner Nate has been part of the financial services industry since 2012, joining PRESTIGE Wealth Strategies after spending 8+ years working for a Pittsburgh-based CPA firm. Nate graduated with a Bachelor’s Degree in accounting/finance and Master’s Degree in Business Administration from Seton Hill University, where he also played 4 years for the baseball program. As a financial consultant, Nate’s focus is on goal-based wealth management, helping individuals and families in pursuit of both their short and long-term financial objectives. Nate assists in the team’s goal-based focus by reviewing all aspects of a client’s life in relation to their financial plan to maximize the efficient transfer of wealth on a tax favorable basis. Nate holds the Certified Public Accountant (CPA) designation. Nate is a devoted family man and loves maximizing time with his large Italian family, prioritizing the five F’s: Faith, Family, Friends, Food, and Fitness. Nate is also an enthusiastic Pittsburgh sports fan and loves cheering on his Pirates, Steelers, and Penguins. Nate is a resident of Beaver, PA, where he lives with his wife Amanda, twins Vito & Isolina, and their beloved black lab Luna.

Michael DiVito, CFP®

Partner

Partner Michael is an Edinboro native and a graduate of Penn State Behrend, where he earned his Bachelor’s Degree in Finance and his Certificate in Financial Planning. He is also a Veteran of The United States Army. Michael has been a Financial Advisor since 2005 as a Certified Financial Planner ®, and currently is a Vice President, East Region.Michael resides in Millcreek with his wife Jill, and his two children, Madison and Joseph. In his spare time he enjoys Golfing, Cycling, and Running.“CFP® and CERTIFIED FINANCIAL PLANNER TM professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.”Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.PRESTIGE Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Jacob Erenstoft

Partner

Partner Jacob has been in the financial services industry with Prestige Wealth Strategies since 2016. He received his bachelor’s degree from SUNY Buffalo State College where he was a member of the schools History Honors Society and volunteered his time at the office for students with disabilities. Jacob is a lifelong Western New York resident having grown up in Williamsville and currently residing in Buffalo’s Elmwood Village. As a financial consultant Jacob’s practice focuses on holistic needs based financial planning helping individual investors and businesses implement sort- and long-term financial objectives. Jacob prides himself on an individualized approach to financial planning where he meets with each client to discuss and map out goals before placing recommendations. Jacob is an active member of the Western New York Southtown’s Business Network. He is an avid Buffalo Bills fans, enjoys live music, travel, cooking and involving himself in the Buffalo community.

Donald Halicki

Partner

Partner My goal is to assist individuals and businesses with building a solid financial roadmap for their future This allows them to make sound decisions for their future with the information we have developed through our process. I provide guidance on individual and group risk management products like; disability, life and long term care insurance products, while managing qualified and non qualified investment assets for individuals and businesses. Don holds FINRA Series 7 and Series 66 licenses. Don was awarded the title Retirement Planning Specialist by Equitable Advisors based upon receipt of a Certificate of Retirement Planning from the Wharton School of the University of Pennsylvania. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.PRESTIGE Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d CA Insurance License #0H68720

Thomas Keenan

Partner

Partner Tom Keenan is a Financial Consultant with Equitable Advisors. He holds both Series 7 and 66 Securities Registrations. Tom was raised in the Erie area, graduated from McDowell High School, and attended Mercyhurst University. Areas of focus include building customized plans for businesses and individuals. He currently resides in Millcreek with his two children Ashlyn and Aidan. PRESTIGE Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Kelli Millin

Partner

killi.millin@equitable.com

Partner, Kelli started her career in financial planning in 2014 and joined Equitable in 2016. Kelli is a graduate of Edinboro University, where she earned her Bachelor’s Degree in Finance and Accounting. She is a Financial Consultant with Equitable Advisors holding both Series 7 and Series 66 Securities Registrations, as well as the 


Aaron Wakley , CRES

Partner

Partner Aaron has been a part of the financial services industry since 2015, after graduating with a bachelor’s degree in mathematics and communication from Thiel College. He joined Prestige Wealth Strategies a few years later after getting started. As a financial consultant, Aaron’s focus is on goal-based wealth management, and helping individuals, families, and businesses implement these strategies in pursuit of their short- and long-term financial objectives. Aaron holds a Certified Retirement Education Specialist (CRES) designation and is currently studying to achieve his Certified Financial Planner (CFP®) designation. Aaron in his time off enjoys spending time with his family, golfing, and watching football on Sundays. Aaron is originally from North East, PA where he started his practice and is now a resident of Millcreek, PA where he lives with his wife Allie, his son Asher and their beloved cat Copper.

Andrew Wehler

Partner

Partner Andrew Wehler is a Financial Professional with Equitable Advisors. He was born and raised in St. Marys, PA where he graduated from Elk County Catholic High School. Andrew continued his education at Penn State Behrend, graduating with a Bachelor’s Degree in Finance. His hobbies include watching sports, playing golf, running, and staying active in his community. PRESTIGE Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Mike J. Wolfe

Partner

Partner Michael J Wolfe started with Gleason Financial, a Pittsburgh based financial firm in 2009, which later became DSF Wealth Management. In 2015 he joined Equitable in his hometown of Erie, Pa and became a partner of PRESTIGE Wealth Strategies in 2022. Graduating from Allegheny College, in Meadville, Pennsylvania, he achieved a Bachelor of Arts Degree in Managerial Economics with a double minor in Communications and Psychology. He is a Financial Consultant with Equitable Advisors holding both Series 7 and Series 66 Securities Registrations as well as the Accredited Investment Fiduciary® designation. His areas of focus include retirement and insurance planning strategies, pension plan development, and employer-sponsored plans. Michael's hobbies include golf and music. Michael received multiple accolades in his collegiate golf career. Most notable being three-year team captain, three-time player of the year, and being selected to the 2008-2009 All-American team. He resides in Millcreek with his wife Rachel, sons Cameron & Connor, and daughter Reagan.

Tammy McLaughlin

Executive Assistant

Tammy provides administrative support services only.

Taylor Kunkle

Client Relations Manager

Taylor provides administrative support services only.

Margaret Chido

New Accounts Coordinator

Margaret provides administrative support services only.

Pittsburgh Office

20397 Route 19, Suite 238

Cranberry Twp, PA 16066


Phone: (800) 476-9150 ext 1

Email: Kevin@PrestigeWS.com

Erie Office

100 State Street

Erie, PA 16507


Phone: (800) 476-9150 ext 8

Email: Jason@PrestigeWS.com

Buffalo Office

350 Essjay Road, Suite 300

Williamsville, NY 14221


Phone: (800) 476-9150 ext 6

Email: Adam@PrestigeWS.com

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