Wealth Management Advisors Near Me

Why Wealth Management Matters

Effective wealth management helps you grow and protect your financial future, no matter where you are in your journey. With the right advisor, your plan becomes clear, personalized, and built for long-term success.

Key Benefits

Tailored, institutional-grade investment strategies
Comprehensive, holistic services across tax, estate, and risk planning
Personalized guidance built around your goals and life stage

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!).

Start Your Financial Game Plan

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.

Optimize Your Financial Strategy

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.

Let’s Build a Comprehensive Plan

Ultra-High Net Worth

For the Ultra-High Net Worth client, Prime Capital Financial 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.

Talk to a Dedicated Wealth Advisor

How It Works

Here’s what to expect when partnering with our team.

Consultation

Here’s what to expect when partnering with our team:

Strategy Development

We start with an in-depth conversation about your goals.

Implementation

We execute your strategy with proactive adjustments.

Ongoing Support

Regular check-ins to optimize your plan.

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What Our Clients Have to Say

“

We do business with people that we know, like and trust. Eric took an interest in my life, my goals—he’s a teacher who breaks complex ideas into bite-size pieces.... [He gives] me that sense of peace, stability, and confidence.
Ryan JohnsonPrime Capital Financial Client

“

Sean genuinely took the time to get to know us—not just where we are now, but where we’re headed. We know our finances are in safe hands, but more importantly, we know Sean has our best interests at heart. There’s a comfort in that.
Laura & Chris HudnallPrime Capital Financial Clients

“

What sets Katie apart is not just her technical expertise, but also her commitment to transparency and client education. Every question I have is answered patiently and thoroughly. I always feel empowered to make well-informed decisions, never pressured or rushed.
Dr. Constance M. YoungbloodPrime Capital Financial Client

*The endorsements, statements, and opinions presented are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual. Interactions will vary and may not represent or duplicate another experience of another person. The endorsements were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.

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.

Sustainable Investing

Investments that consider both building wealth and making a long-term positive impact on our planet, society, and future.

Build Your Plan Today

Featured Resources

Pre-Marriage Financial Planning Checklist

Get on the same financial page before you say “I do” — download our free Pre-Marriage Financial Planning Checklist today.

Download

The Importance of Estate Planning

Unlock confidence for your future—download our free estate planning brochure and take the first step toward protecting what matters most.

Download

Taking Care of a Parent

Discover what it really means to care for an aging parent—with our free, essential guide to navigating financial, emotional, and practical responsibilities.

Download

View All Resources