3344 Route 9 North
Poughkeepsie, NY 12601

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(845) 454-9000

 
Let us provide a 16 Wall Street Cliches in 60 Seconds Creating, Enjoying & Preserving Wealth Should You Ever Retire?

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.

 

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Putting a Price Tag On Your Health

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What Is a 1035 Exchange?

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Stop Wasting Money

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Countering Counterfeit Currency

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Retirement Plan Distributions

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

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Tax Management Strategies

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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There are things you can do to keep yourself safe when you lose your wallet.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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