Prime Wealth Management is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance. We help manage the financial affairs of a select group of families. We do this by providing you financial advice that is tailored to your specific goals, thereby giving you peace of mind.
The families we work with are mostly concerned with their financial health, family health and emotional well-being. They prefer advisers who listen and truly understand their needs. They seek an adviser who is trustworthy and has their best interests at heart.
The families we work with are mostly concerned with their financial health, family health and emotional well-being. They prefer advisers who listen and truly understand their needs. They seek an adviser who is trustworthy and has their best interests at heart.
Services
Rick Prime founded Prime Wealth Management in 2003 after 20 years of being a chief financial officer of technology companies. Rick has transitioned from being a CFO for companies to helping managing the financial affairs of a select group of families. Rick has a BBA from the University of Wisconsin (Madison) and a MBA from the University of Chicago.
We work with you to oraganize all aspects of your financial life in easy understanable steps, thus freeing you to live life fuller. As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we're able to deliver recommendations that solely serve your best interests.
At Prime Wealth, we've created a culture and atmosphere that eliminates any potential negative feelings you have about money by showing you that there's really nothing to be afraid of. When you step foot into our office, we want you to immediately feel a sense of confidence because the minute you walk through our doors, you're already on the fast track to living a more successful and enjoyable life.
Our firm uses an academic approach that believes objective based evidence and low-costs matter. We are one of a select group of fee-only advisers approved to work with Dimensional Fund Advisers. Dimensional Nobel Prize laureate advisers include Eugene Fama (University of Chicago), Kenneth French (Dartmouth College), Robert Merton (MIT) and Myron Scholes (Stanford University).
We remove the stress of uncertainty and allow you to dream about that extra indulgence you thought a remote possibility. After evaluating your current financial situation, we'll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past traditional employment.
Reviews (3)
Cindy W.
Jun 10, 2020
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David H.
Feb 06, 2018
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Rick and his team are great to work with, every question we have asked has been answered in a very caring and present way that is rooted in best financial practices. We have worked with Rick for many years, through ups and downs, and Rick and his team have made our money grow beyond our expectations.
Ros W.
Nov 17, 2012
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