Products & Services

At Prime Wealth Partners, we provide assistance in the following areas:

• Advisory Accounts
• Separately Managed Accounts
• Brokerage Accounts
• General Securities – Common Stock
• Fixed Income – Bonds
• Cash Management and Mutual Funds
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Variable Annuity
  

• Retirement Planning
• Estate Planning
• Education Planning
• Business Planning
• Investment Policy Statements

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance