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Our Services

At Prime Wealth Strategies, we create customized investment plans and manage portfolios for families and small businesses. Our mission is to provide you with the experience, guidance, and support you need to confidently pursue your financial goals. With over 25 years of investment advisory experience, we have the wisdom and knowledge to help you plan for retirement and manage your wealth.


  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Money Management
  • Profit Sharing Plans


  • Life Insurance