About Us

Your Best Interest In mind

How Prima Wealth came to be

Prima Wealth was founded on the simple notion: Clients deserve unbiased advice that is in their best interest. They have the right to speak to their advisor without the hassle of a phone tree. Most importantly, We keep expenses low for the client. Using inexpensive investment vehicles, like Exchange Traded Funds, allows us to save client's money. Separating the Advisor from the custodian, eliminates many potential conflicts of interest that may be present  at other firms.

● Help investors and business owners without a conflict of interest
● Keeping Fees and Expenses low
● Client accounts are securely held at a custodian
● Separate the custodian from the advisor
● Available and responsive. We value Client relationships

Our Process
Your Regional Advisor