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Prime Wealth Strategies

Prime Wealth Strategies


What We Do

  • We simplify your finances and prioritize your objectives
  • We create strategies and investment plans tailored to meet your needs
  • We overlay your fundamental philosophy with trend analysis to help identify top performing sectors within the S&P 500 and our favorite stocks within those sectors
  • We monitor your investments on a daily basis and follow disciplined processes for investment selection, risk management, and client service
  • We structure sustainable retirement income plans for retirees

What We Believe

  • We believe in diversifying your assets because financial markets can be unpredictable. To manage risk, we diversify and allocate assets across many different types and structures of investments, including stocks, ETF's, mutual funds, bonds, annuities, and other alternatives
  • We believe that controlling costs is an important variable in long-term investment success. For that reason, we often seek exposure to the broad market by using low-cost Exchange Traded Funds (ETF's) and index funds from Vanguard, iShares, SPDR and Fidelity