Our Team

Prime Wealth Advisors was built on a simple but powerful belief — your personal finances should be personal. At the center of that belief are three professionals working under one roof at 13843 W. Meeker Blvd, Sun City West, AZ 85375: Orion Willis, ChFC® CLU®, founder and CEO, who brings decades of experience in retirement income planning, wealth management, and annuity strategies; Cliff S. Farmer, Senior Tax Manager and owner of Prime Wealth Accounting, who oversees tax preparation, tax planning, and tax-efficient retirement strategies; and Dennis Caufield, estate and elder law attorney, who handles trusts, probate, estate planning, and long-term care legal guidance. Together, these three professionals represent more than a financial firm — they represent a complete retirement planning team serving residents throughout Sun City West, Sun City, Surprise, Peoria, and Glendale, AZ.

Every other financial firm serving the 85375 ZIP code asks you to trust one person with one specialty and then coordinate the rest yourself. Prime Wealth Advisors was designed to eliminate that burden entirely. When Orion Willis builds your retirement income strategy, Cliff Farmer is already evaluating the tax implications, and Dennis Caufield is ensuring your estate plan reflects every decision made at the table. That level of built-in coordination — a financial advisor, a CPA, and an estate attorney who actively collaborate on your behalf — is what makes Prime Wealth Advisors Sun City West's one-stop financial shop, and what no other team in the West Valley currently offers under one roof.f

Rather than operating as independent advisors who occasionally cross paths, Orion, Cliff, and Dennis function as an integrated unit from the very first meeting. Orion leads the retirement income and wealth management strategy, drawing on his ChFC® and CLU® designations to address annuities, investments, IRA and 401(k) rollovers, asset preservation, and life insurance. Cliff brings the tax lens — identifying tax-efficient strategies, managing preparation, and ensuring your retirement distributions are structured to minimize what you owe. Dennis ensures the legal framework is airtight — from trusts and estate planning to elder law, probate, and charitable giving. For retirees and pre-retirees in Sun City West, Sun City, Surprise, and across the West Valley, this is what comprehensive, coordinated retirement planning actually looks like. Reach the team at 623-777-7463 or visit pwa1.com/schedule-a-meeting.