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Charting Your Course to Financial Success

Financial success looks different for everyone. Prime Capital Financial has built a team that is both curious and nimble enough to address the unique needs of each client, offering innovative solutions coupled with time-tested, fundamental strategies.

So what does that mean for you? We serve as a trusted partner to a range of clients including families who seek to fund a child’s education or transfer their wealth tax-efficiently to plan sponsors who are committed to building a benefits program that positively impacts their participants.

We are fiercely committed to our clients’ financial success. And we’ve got skin in the game, because we only grow as an organization when our clients prosper. Period.

Individuals & Families

Whether you’re just getting started with building your nest egg, you’re considering how to transfer your wealth to the next generation or you’re somewhere in between, we have the tools and expertise to serve you. Exceptional service – no exceptions. That’s who we are to our core. Let’s figure out how we can put your wealth to work together.

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Plan Sponsors

Fiduciaries should be driven by the needs of their plan participants. Through Prime Capital Retirement, we offer a comprehensive fiduciary consulting approach. Our team thinks differently. We are built to serve and make a real difference in the lives of our plan sponsors and participants.

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Plan Participants

By coupling personalized financial coaching with engaging technology, our Prime Capital Wellness team provides an effective way to deliver financial wellness education that empowers employees to gain control of their financial future.

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Advisors / Firms

At Prime Capital Financial, we are advisor-led and advisor-governed. That means the people who are closest to our clients, our advisors, are the ones who help drive our firm strategy. If you are a financial advisor who is looking to grow your business, we want to speak with you.

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Accolades & Recognition

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