Invest Prudently, operated by Mainsail Asset Management, is a registered investment advisory firm based in Birmingham, Alabama, that offers comprehensive wealth management services tailored to individuals, families, and business owners. Their approach is built on a three-part framework: Investment Consulting, Advanced Planning, and Relationship Management. Investment Consulting focuses on managing portfolios to align with clients’ financial goals, ensuring tax efficiency and cost-effectiveness. Advanced Planning addresses broader financial aspects, including wealth enhancement, transfer, protection, and charitable giving. Relationship Management emphasizes building trusted partnerships with clients and coordinating with other financial professionals. Mainsail’s team, comprising advisors with CPA backgrounds, aims to simplify clients’ financial lives by providing clear, actionable plans and ongoing support to navigate complex financial decisions.