Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Company

Prime Wealth Partners was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available. For each of our clients, we strive to help create the confidence to provide financial independence.

Investment Philosophy

Our investment discipline is a process which uses a multipoint approach starting with the best vehicle fit:

  • First: We utilize a strategic asset allocation (SAA) based on our clients’ objectives, risk tolerance, and time horizon to create a plan which will serve as the overall guide.
  • Second: We implement, rebalance, and monitor the SAA to make sure we stay as close to plan as possible.
  • Third: We utilize tactical asset allocation (TAA) – This allows us to help reduce risk during bad markets and allows better coherence to the SAA and our clients’ investment goals

No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.

Planning Philosophy

Our Certified Financial Planners® conduct an in-depth review of your personal finances, your investments, and your business finances, but we don’t stop there. We also delve deeply into your visions, values, and motivations.

Our advisors guide you through portfolio design and all elements of investing to select the portfolio best aligned with your goals. We use a combination of theory, modeling, and testing expectations to guide critical decisions about priorities and trade-offs related to your retirement age, your lifestyle, and your savings.

Our goal is to provide you with the most value – as you define it – both today and tomorrow. Finally, to facilitate financial success, we continue to help you monitor, measure, and manage your plans in order to course correct as needed throughout the years.