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3344 Route 9 North
Poughkeepsie, NY 12601

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(845) 454-9000

 
Meet our Team Creating, Enjoying & Preserving Wealth Let us provide a "Second Opinion"

          Your Independent Wealth Management,

            Estate Planning & Tax Professionals.

                              Understanding Today’s Financial Environment

At Prime Wealth Management, we understand that individuals face unique challenges as they prepare for and enjoy their retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is planning for retirement, saving for college or having the proper estate plan in order, our personal service focuses on your needs, wants, financial goals and objectives.

Our professionals have years of experience in financial and tax services. We can help address your current needs and those for many years to come. We look forward to working with you through all stages of your life. Call (845) 454-9000 to speak with one of our professionals today.

                            "Second Opinions" are PRIME

Brokerage Accounts are carried by National Financial Services, LLC (NFS), a member of NYSE/SIPC, a Fidelity Investments® Company.

Helpful Content

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Four Reasons Millennials Need an Estate Strategy

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Universal Life Insurance

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Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

When Life Insurance Becomes Taxable

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate how much you have the potential to earn during your working years.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

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Saving for College 101

Here’s a crash course on saving for college.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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Learn how to harness the power of compound interest for your investments.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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