Meet Your Team
Your personal finances should be personal!
Experience the difference of working with a personal, multidisciplinary team—real people, not algorithms—delivering tailored retirement solutions across income, tax, estate, and wealth planning. It’s complex, but we’ll guide you through it, together.
Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
IRA Legacy Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Are You in Prime Position to Realize Your Dreams?
Our three-step Prime Position planning process brings all the specialists you need — advisors, attorneys, accountants and more — under one roof to provide a full spectrum of solutions that can help you protect your wealth and pursue your dreams.
Educational Resources
When to Revisit Your Will or Trust: Signs It’s Time for an Update
Estate planning is never just paperwork. It’s a reflection of your life — the people you care about, the goals you’ve worked for, and the legacy you want to leave. […]
The Power of Balance: How to Keep Investments Working Without Taking on More Risk
Growth feels good — until it doesn’t. Every market upswing tempts investors to reach higher, take on more, and stretch just a little further for returns. But in retirement, the […]
Prime Wealth Advisors Is Proud to Be a Toys for Tots Drop-Off Location in Sun City West
The holiday season has a way of reminding us what really matters. As Thanksgiving arrives this week, we’re taking a moment to focus on gratitude, generosity, and community — three […]
Planning for Inflation in 2026: Keeping Your Retirement Paycheck Steady
Inflation does not slam into a retirement plan. It slips in. Groceries inch higher. Utilities drift up. Travel feels pricier than last year. A steady plan can feel less steady […]
It’s Not an Exact Science: Why Estate Planning Is Really About People
After more than 25 years in estate law, I can tell you this — estate planning isn’t about paperwork. It’s about people. Every family I’ve worked with has a story. […]
It’s Not an Exact Science: Why Financial Certifications Matter
Finance isn’t about perfection—it’s about preparation. Markets move, policies change, and life doesn’t run on a script. No advisor can predict the future. That’s exactly why professional education and certification […]
It’s Not an Exact Science: Why Tax Strategy Requires a Longer View
Taxes aren’t a one-year problem — they’re a lifelong equation. Over my career, I’ve learned that real tax planning isn’t about what happens this April. It’s about what happens ten […]
Celebrating 20 Years of Pickleball Progress: A Community That Keeps Evolving
The Sun City West Pickleball Club’s 20th Anniversary Celebration wasn’t just about marking two decades of play — it was about how the game, and the community behind it, continues […]
Looking for Ways to Create Income in Retirement?
Financial Professionals Can
Help You Explore Options
Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to
help you decide if an annuity might be right for you, including:
- Annuities make accessing money impossible.
- Annuities are too complicated to understand.
- Savings are enough — why an annuity?