3344 Route 9 North
Poughkeepsie, NY 12601

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(845) 454-9000

 
Enjoy the Present while Planning for the Future What Can a Million Dollars Buy You? Creating, Enjoying & Preserving Wealth What Smart Investors Know

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.

 

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

 

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