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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"

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

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Use this calculator to compare the future value of investments with different tax consequences.

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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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Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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Principles of Preserving Wealth

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A presentation about managing money: using it, saving it, and even getting credit.

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Smart investors take the time to separate emotion from fact.

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

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

16 Wall Street Cliches in 60 Seconds

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There are three things to consider before dipping into retirement savings to pay for college.

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