Prime Wealth Management

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.

Read More About Our Approach

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 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.

But most financial planners don’t focus on wealth protection.  Instead, they do what’s worked “most of the time.”  But as we found out in 2008, it’s those other times that can hurt you most!

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.

Contact Us Today!
(623) 777-7463

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    Our Financial Planning Advantage

    Many financial advisors, especially those at Wall Street firms, don’t get involved with your taxes. And, your accountant probably doesn’t talk to your retirement planner.  The result? Potential lost opportunities!

    That’s why we bring all these disciplines under one roof—so we can work efficiently to save you money and produce superior results:

    Keeping You Informed as a Financial Advisor

    At Prime Wealth, we believe frequent, open communication is critical when your financial future is at stake:

    • We will meet with you on a regular basis to ensure you are on track to achieve your goals
    • Your input will help us update your financial plans and strategies
    • When you need answers, we will return your emails and phone calls quickly (and always within 24 hours)
    • You’ll get frequent reporting and access to our client tools so you have updated information when you need it

    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.”

    We work synergistically to save you money and give you superior financial advice.

    SMART FINANCIAL STRATEGIES FOR MILLIONAIRES

    Five Ways To Protect Your Lifestyle During Retirement