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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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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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This questionnaire will help determine your tolerance for investment risk.

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

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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

An Inside Look at Retirement Living

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

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What are your options for investing in emerging markets?

Surprises

Making the most of surprises is a great reason to work with us.

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