Serving Clients Around the Country

Prime Wealth Clients

At Prime Wealth, we exist to serve not only Arizona families, but individuals and families across the country and we love helping our neighbors and communities the most.  Over the years, we’ve had the privilege of helping hundreds of clients from many professions and walks-of-life.

We serve many families that require advice and services for multiple generations. Perhaps our greatest fulfillment occurs when we help families transition wealth from one generation to the next. In this case, we may serve grandparents, children, and grandchildren.

We get a great sense of pride when we facilitate client decisions that make their retirements more comfortable and secure. We strongly believe our clients should experience the true meaning of golden years.

We have served many families who are employed by or retired from some of the finest companies, organizations, and agencies:

  • Raytheon
  • Intel
  • American Airlines
  • Salt River Project
  • Southwest Airlines
  • Boeing
  • Northrup Grumman
  • Banner Health Care
  • United Health Care
  • Honor Health
  • Mayo Clinic Scottsdale
  • Dignity Health
  • State of Arizona
  • Maricopa County
  • Microsoft
  • Alcoa
  • General Motors

Please note Prime Wealth does not provide financial advice or services to the companies. Our clients are the companies’ employees, past-employees, or retirees.


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