What We Do
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.
But our work doesn’t stop there.
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.
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:
- Retirement planning
- Investment management
- Tax advice and services
- Risk management
- Estate planning
Keeping You Informed
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