At Prime Wealth Advisors, we manage our client relationships in a manner that takes their best interests into account. We conduct our business affairs in a way that allows us to help achieve the goals and expectations we have set for ourselves and our clients. All of us at Prime Wealth Advisors believe in providing the highest level of service in the financial services industry. We provide objective financial advice pertaining to investment management, insurance management, estate preservation and tax strategies in a "no pressure" environment.
At Prime Wealth Advisors, we have overlapping areas of professionalism, combined with focused areas of expertise. We formed a business relationship because we saw the opportunity to encompass a broader knowledge base. In the financial services industry, financial advice is limited to the professionals' area of expertise, leaving the industry plagued with advisors who claim to know everything, but may actually know very little. At Prime Wealth Advisors, we stress the importance of making certain that our knowledge goes much deeper by specializing in investment management, insurance management, estate preservation, and tax strategies. We are a partnership of professionals with core competencies in key areas.
Securities, advisory services, and certain insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA (www.finra.org)/SIPC (www.sipc.org), a Federally Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Prime Wealth Advisors. INVEST does not provide tax advice.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
