Financial Planner in Sun City West, AZ
Don’t settle for a one-dimensional financial planner. Learn how Prime Wealth’s full-service retirement planning, tax, estate and wealth management helps you create a better future.
You need a full-spectrum of advice to create the best personal result.
If your financial advisors don’t work closely with your tax professional or estate planning attorney, you’re likely losing out on opportunities to save money.
That’s why we bring all the financial specialists you need under one roof…all working in your best interest.
When you’re retired, you should be enjoying life…not worrying about your money. That’s why at Prime Wealth, we focus on helping you thrive in retirement. Our primary goal is very specific — we help you protect your nest egg and provide income to stabilize your retirement.
Wealth Protection in a Volatile World
There are a lot of threats out there to your wealth. Once you retire, those threats must be managed, since you probably won’t have the means to make that lost money back.
That’s why we focus on helping retirees manage risk and protect the value of their assets, no matter what happens in the securities markets.
We do this through our unique multidisciplinary approach to protecting your money.
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Financial Planning Reviews
“This office is wonderful because everything is there together. These men and their staff are kind, courteous, gentle and a real joy to work with. I would recommend Prime Wealth Advisors to anyone who wants good, safe help with their financial needs.”
“Starting as a client. Have met with Orion and staff and I like and feel good from what I see and hear. I am moving my investments from a large company, since I have seen losses for several months. I recommend sitting down with Prime Wealth Advisors and get a feel for yourselves.”
“Orion shares unambiguous insights to market trends as well as; preparing us for day-to-day living in current times. His sources for predicting are global and we are benefitting greatly from his recommendations. It’s great being on the A Team.”