A simple approach to investing We provide effective, straight-forward consulting and investment services in a complex global environment. Learn More Multi-generational financial services We offer different financial consulting services and products aimed to maximize each person’s stage in life. Learn More Maximize people’s financial literacy, well-being, and quality of life Our individually tailored solutions are designed to meet the needs of our clients to ensure holistic financial well-being in every aspect of their life.
We provide outstanding services that give our clients peace of mind knowing they are ensuring their best financial position, in the best hands. Learn More

Products and Services

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Investment Advising

PRIME WEALTH offers personalized investment advising services to help clients develop and implement strategies that align with their financial goals. Advisors analyze market trends, assess risk tolerance, and recommend a diversified portfolio of assets, including stocks, bonds, mutual funds, and other investment vehicles.

Financial Needs Analysis

The financial needs analysis service provides clients with a comprehensive assessment of their current economic situation and future goals. Through detailed analysis and personalized consultations, gaps and opportunities in clients’ financial plans are identified. Advisors then develop tailored strategies to address these needs, ensuring clients are on track to achieve their financial objectives.

Retirement Planning

PRIME WEALTH provides comprehensive retirement planning services designed to ensure clients can enjoy a secure and comfortable retirement. Advisors work with clients to estimate future income needs, evaluate current savings, and develop strategies to build a robust retirement fund.

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Wealth Management

Wealth management services are designed for individuals and families looking to preserve and grow their wealth. PRIME WEALTH provides a holistic approach that includes investment management, financial planning, tax optimization, estate planning, and risk management. Experienced advisors work closely with clients to develop a customized plan that aligns with their financial goals and values.

Insurance Products

PRIME WEALTH offers a range of life and health insurance products to protect clients and their families from financial hardships. Insurance experts help clients choose the right coverage to meet their needs, including term life, whole life, and universal life insurance policies, as well as health, disability, and long-term care insurance. Ensuring that clients have the protection they need for peace of mind will be a priority.

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Tax Planning and Preparation

PRIME WEALTH offers expert tax planning and preparation services to help clients minimize their tax liabilities and maximize their returns. Tax professionals stay current with the latest tax laws and regulations to provide accurate and efficient services. Assistance with individual and business tax returns, tax strategy development, and year-round tax planning ensures clients are well-prepared for tax season.

Mortgage Advising

PRIME WEALTH offers expert tax planning and preparation services to help clients minimize their tax liabilities and maximize their returns. Tax professionals stay current with the latest tax laws and regulations to provide accurate and efficient services. Assistance with individual and business tax returns, tax strategy development, and year-round tax planning ensures clients are well-prepared for tax season.

Estate Planning

PRIME WEALTH offers comprehensive estate planning services to help clients protect and transfer their wealth according to their wishes. Assistance with the creation of wills, trusts, and other estate planning documents ensures that assets are distributed efficiently and in accordance with clients’ intentions. Advisors also guide minimizing estate taxes and preserving family wealth for future generations.

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Debt Counselling

Debt counseling and management services help clients reduce and manage their debt effectively. Advisors work with clients to create a realistic debt repayment plan, negotiate with creditors, and provide strategies for managing credit responsibly. By offering personalized support, clients regain control of their finances and work towards a debt-free future.

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The Secure Tomorrow Program

The Secure Tomorrow Program, PRIME WEALTH’s Corporate Social Responsibility (CSR) program, is focused on financial literacy education. This program offers pro bono educational  workshops and seminars designed to teach essential financial skills to individuals of all ages. With a  primary focus on teenagers and young adults, the Secure Tomorrow Program aims to equip the  younger generation with the knowledge needed to navigate financial challenges and make informed  decisions. The workshops cover critical topics such as budgeting, retirement planning, debt  management, and investing, providing participants with a solid foundation in personal finance.

By fostering financial literacy through the Secure Tomorrow Program, PRIME WEALTH aims to  empower the next generation to achieve economic independence and success. The program is  designed to contribute to a more financially secure and prosperous society by ensuring that young  individuals understand how to manage their money wisely. As these individuals grow and apply their  financial knowledge, they will be better prepared to handle economic uncertainties, plan for their  futures, and make decisions that positively impact their lives and communities. This commitment to  education and empowerment reflects PRIME WEALTH’s dedication to creating long-term benefits  for society, aligning with its broader mission of financial well-being for all.

About us

PRIME WEALTH is dedicated to providing comprehensive financial services tailored to the diverse needs of individuals and families across the United States. Primary services include investment advising, retirement planning, and wealth management, ensuring clients are well-prepared for their financial futures. PRIME WEALTH also specializes in offering life and health insurance products, helping clients protect their loved ones and secure their economic well-being.

Our approach is client-centered, focusing on personalized strategies that align with each client’s unique goals and financial situation.

Beyond its core services, PRIME WEALTH will offer additional financial solutions such as tax planning and preparation, mortgage advising, estate planning, and debt counseling. These services are designed to address the full spectrum of client’s financial needs, providing them with the guidance necessary to navigate complex financial landscapes. By delivering these comprehensive services, PRIME WEALTH aims to empower its clients with the knowledge and tools they need to achieve economic independence and prosperity.

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Mission

Our mission is to empower individuals and families with comprehensive financial knowledge and tools through tailored financial services and educational initiatives, fostering financial independence, stability, and prosperity for our clients and communities.

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Vision

Our vision is to be a leading financial services firm recognized for our commitment to enhancing financial literacy and providing exceptional, client-centered financial solutions that drive long-term economic growth and well-being for individuals and families nationwide.

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Core Values

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Excellence

We are committed to delivering superior financial services through continuous learning, innovation, and a dedication to quality, helping our clients achieve their financial goals.

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Empowerment

Through our Secure Tomorrow Program, we strive to empower individuals and communities by providing essential financial literacy education, enabling them to make informed financial decisions and build a secure future.

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Inclusivity

We believe in fostering an inclusive environment that welcomes diverse perspectives and backgrounds. We ensure that our services and initiatives benefit everyone in the community, regardless of their socioeconomic status.

Integrity

We uphold the highest standards of honesty and transparency in all our interactions, ensuring that our clients can trust us to act in their best interests at all times.

Frequently Asked Questions

A: US/non-US individuals or entities with a minimum investable amount of $1,000 USD.

A: A valid government-issued identification, proof of residence and a verifiable source of funds.

A: Clients pay fully disclosed commissions and/or mark-ups on transactions and trades made in brokerage accounts, management fees on mutual and other fund vehicles and advisory fees on assets under management for advisory accounts. These commissions and fees are usually agreed to with the Financial Advisor at the inception of the relationship. In addition to these fees, clients pay an annual account maintenance fee and certain confirmation charges.

A: PRIME WEALTH Financial Advisors and support staff speak English and Spanish.

A: Our staff holds a combination of FINRA and state licenses- including the SIE, Series 7, Series 6, Series 63, Series 26, Series 65, and Florida 2-15 Life, Health, and Variable Annuity Agent License.

Get in touch

For any questions about financial consulting services, your accounts, or how to establish a relationship with PRIME WEALTH, you can call us at +1 647 546-7107 or email us at monica@wealthprimeadvisors.com We speak English and Spanish.

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