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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

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Buy or Lease an Auto?

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

Should I Pay Off Debt or Invest?

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Investment Strategies for Retirement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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

Retirement Plan Distributions

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

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

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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