Every investor deserves to feel empowered in owning their financial success, with access to the tools and expertise of a trusted financial advisor as the mechanism to help get them there. Charting your course towards reaching your financial goals should be simple, free from jargon and scalable to match your stage of life. No matter where you are at in your financial journey, our robust nationwide team of financial services professionals works together to provide customized plans and wealth management services designed to help you achieve your life’s ambitions.
For Each Stage of the Financial Journey
Emerging Wealth
Those who are in growth mode are our Emerging Wealth clients. Typically, these individuals or families are in the early stages of their wealth accumulation. The focus at this point tends to be around formalizing financial goals, establishing a financial plan and budget, evaluating and systematically saving into a company-sponsored retirement plan with regular increases toward the goal of maxing out, managing debt and building savings for emergencies, and potentially funding education for a youngster or two (or four!).
Established Wealth
Clients with Established Wealth have built and are still accumulating a respectable nest egg and may want to retire in the next 10 to 15 years. The strategic focus at this stage may include serious discussions about retirement income and distribution planning, how Social Security plays into long-term goals, estate planning, tax strategies and considerations around long-term care.
High Net Worth
High Net Worth clients share common concerns with respect to funding life events, retirement planning and growing wealth, with additional considerations around alternative investment opportunities, risk management, tax mitigation tactics, generational wealth transfer and succession planning. Our national team of financial professionals is well-versed in providing exceptional service and unique opportunities to High Net Worth individuals and families.
Ultra-High Net Worth
For the Ultra-High Net Worth client, Prime Capital Investment Advisors offers centralized family office services to help multiple generations seamlessly manage their finances. Special attention is given to advanced estate planning, efficient tax strategies, asset protection, insurance, personal protection services and more.
Invest In Your Ambitions.
HOW CAN WE HELP YOU ACHIEVE YOUR GOALS?
Investment Management
Offering exclusive investment options you won’t find with other advisors and opening doors to brand-new opportunities.
Tax Consultation
Planning to help mitigate future taxes as a critical part of your comprehensive financial plan to increase your net worth.
Estate Planning Strategies
Designing a comprehensive plan to pass on tax-advantaged wealth to maximize the assets you have accumulated for your heirs.
Retirement Planning
Creating income from your retirement assets while mitigating risks, addressing taxation, and meeting longevity and lifestyle needs.
Family Office Services
Providing a centralized core of professionals that every generation of your family can rely on for every aspect of their financial life.
Financial Planning
Helping you achieve your life’s greatest milestones and goals while guiding you toward a work-optional lifestyle.
Insurance
Giving you protection from life’s unexpected risks, additional benefits you can use during your life, and/or a tax-advantaged legacy for your heirs.
Prime Capital Financial is a values-based organization.
Every decision that we make at Prime Capital Financial stems from our values and belief in a “client centric” experience. We are proud of our commitment to the well-being of people. With that idea as our north star, we believe great things can happen.
Let’s build your plan.
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Accolades & Recognition
