Wealth Management Advisor
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.
If you’ve spent most of your adult life creating wealth – not only for yourself but your family and your employees – you may be concerned with how to preserve that wealth.
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
or fill out the form below
Our Wealth Management 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
Wealth Management 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.”
