Don't settle for one-dimensional help. Learn how Prime Wealth's full-service retirement planning, tax, estate and wealth management helps you create a better future. If your financial advisor doesn't work closely with your tax professional or estate planning attorney, you're likely losing out on opportunities to save money.
Our clients retire when they want, the way they want, and we are here to support them on their journey. Prime Wealth is passionate about helping you protect your wealth and structure a secure income stream in retirement. Our experienced team of financial planners, investment managers, tax accountants and attorneys work together to help you minimize worries and maximize results.
Our clients retire when they want, the way they want, and we are here to support them on their journey. Prime Wealth is passionate about helping you protect your wealth and structure a secure income stream in retirement. Our experienced team of financial planners, investment managers, tax accountants and attorneys work together to help you minimize worries and maximize results.
Services
Our team of experts represents all five of the wealth management disciplines: Planning, Investing, Risk, Tax, and Legal. You interact directly with our professionals and not sales representatives (we don't have any). For the past fifteen years, Cliff has worked with his team to develop a comprehensive yet streamlined approach to tax preparation which fits perfectly into.
That's why at Prime Wealth, we focus on helping you thrive in retirement. Our primary goal is very specific - we help you protect your nest egg and provide income to stabilize your retirement. There are a lot of threats out there to your wealth. Once you retire, those threats must be managed, since you probably won't have the means to make that lost money back.
Comfortable means you live the way you want to and never compromise on your desired standard of living. We place paramount importance on our ability to provide independent advice that is in our clients' best interests. True independence means we can provide open architected solutions that are based on best practices.
We will always practice complete and open transparency. And, just as important, we will volunteer the information so you do not have to ask the right questions to get the information you need to make the right financial decisions. Prime Wealth professionals will never omit information or provide misleading information.
At Prime Wealth, we have a very specific mission: Help you achieve your goal for a secure, comfortable retirement. Most financial advisors provide retirement planning services to gain access to your retirement assets. That's because they make most of their income when they sell you investment products.
Reviews (10)
Claudia Rumwell
Sep 01, 2021
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I met Orion and his great office staff when accompanying a friend who works with them. I was very impressed with the knowledge, professionalism (and yet down to earth and funny too) and caring nature of Orion. He explains things well, provides helpful information and nothing is too small for him to handle. He is definitely 'one of the good guys' and I would be happy to refer others to him. In addition, might I also say that I was impressed with the quality of his staff and how much they care about their clients.. it seems more like 'family.' Thank you!
Valorie Voytoski
Aug 23, 2021
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I highly recommend Prime Wealth! I’ve been through MANY financial advisors through the years and none of them followed through and did what they said. Once they had my accounts, I rarely heard from them and they weren’t really doing what was in MY best interests, but rather what was in their best interests. Orion is different; he is a man of integrity, he’s professional, knowledgeable, and kind! I see Orion as a Servant who really, truly cares about others. He listened to my concerns and needs and gave me that personal touch I was looking for and did what was in my best interests. And Prime
Deanna Plater
Aug 14, 2021
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Orion is professional, caring and listens intently to his clients. I have been tasked with helping my older surviving parent navigate her finances and Orion has been a god send. This guy is the real deal and I am so grateful to have found his office. We have used a few of his offered services and have been wowed by everyone we have come into contact with. You will not be disappointed with this company.
Gynt Clifford
Jun 30, 2021
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Prime Wealth is definitely a five star company! If you are looking for help in financial planning, or help with your taxes, this is the best. There is no “one plan fits all” in this office! Orion Willis takes estate planning to a personal level and will create a plan to meet your individual needs. Orion talks AND listens and is great to work with. I’ve been with him 15 years… no regrets.
Kent Davis
Jun 17, 2021
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Orion and his staff have handled my in-laws financial retirement planning for 20+ years and have only had their best interest in mind. They always place the clients needs at the forefront of every decision. Orion's first and foremost interest is in building a reliable, trustworthy, and giving business for his clients, employees, and the community. My in-laws have since passed and without a second thought, he easily, and seamlessly has assisted my family in the same phenomenal manner.
Eloise D. Prevost
Jun 12, 2021
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Several years ago I met Orion Willis at one of his seminars. I wanted to know if the retirement money I already had with another firm should be aquiring more growth ? After learning of the differences between advisors and the level of extra degrees and expertise they need to become a financial planner, I decided that it was in my best interest to change firms and have Orion guide my finances.
Orion, with his impressive, higher level of creditals from others, has access to the very "top tier" of investment companies, such as Pershing, Fidelity and Vanguard that my former advisor did not. Retired
Orion, with his impressive, higher level of creditals from others, has access to the very "top tier" of investment companies, such as Pershing, Fidelity and Vanguard that my former advisor did not. Retired
Lisa Chamberland
Jun 03, 2021
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Met with Orion today for some financial matters for my mother. He was an extreme pleasure to work with, caring and kind.....definitely in tune with our needs. He consulted with a few other highly respected resources to assist us and went above and beyond to assist. His full scope of offerings in-house is very helpful as well- I would even say it was divine intervention! I highly recommend Orion and Prime Wealth Advisors.
Charles Ring
Jun 02, 2021
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We've been with PWA over 12 years. Orion & Cliff are truly great professionals who know all about financial planning & taxes, they also have an Attorney on staff to assist with Living Trusts & other legal concerns. It is truly a "One Stop Shop" for all your financial, tax & legal concerns. In all these years & the multiple investments, taxes, etc., I've never had any worries or concerns about anything. I count it a privilege to know the staff well & to call Orion my Friend. They deeply care and always do their very best to not only properly invest, but also protect your life savings. They are Professional
Caron The Gift Planner McAnulty
May 20, 2021
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I have the responsibility of taking care of my parents and making sure they get the most professional and top care and I have had the best experience working with Prime Wealth Advisors. Finally, a company that makes me feel like I matter and more importantly, that my parents matter. The amount of times Orion Willis has called me to just check in or to give me financial advise and wisdom advise has reached a point of above and beyond. I am very grateful for the professional and sincere care from not only a financial perspective, but also a legal and accounting standpoint. This company is truly inclusive
Christine H.
Dec 20, 2016
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I signed up for one of their seminars at Bucca Di Beppo. Showed up at Bucca and it had been cancelled. No phone call from Prime Wealth Advisors! Called them and they said they had no one sign up so it was cancelled. So they said they were going to send a gift card since we were inconvenienced by the situation, well no gift card ever showed up. The Manager at Bucca Dibeppo said Prime never signed up for having a seminar there. Who do you believe. Wouldn't trust my money with them.
