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
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
A quick look at how federal income taxes work.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How does your ideal retirement differ from reality, and what can we do to better align the two?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How will you weather the ups and downs of the business cycle?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.