Prime Wealth Management

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Description

  • At Prime Wealth Management were here to help you pursue your overall financial goals and guide you through the complexities of financial planning. Using our client-centered approach, we seek to help you design a framework for your retirement plan that will evolve with you over the years.We are specialists in providing families and small business owners with a structured and customized retirement plan that includes saving for retirement, planning at retirement or maximizing income during retirement. Our years of expertise- combined with a highly personalized level of service- allow us to design unique strategies for: Estate Planning, Tax Planning, Retirement Planning, College Planning, Asset ManagementOur purpose is to guide you through the financial process and provide you with customized strategies to pursue these particular objectives. Let us help guide you toward a worry- and stress-free retirement.This communication is strictly intended for individuals residing in the states of {CA, CT, DC, DE, FL, HI, MD, ME, NE, NV, NY, PA, VA, WV}. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.htmlSecurities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered by Prime Wealth Management are separate and unrelated to Commonwealth.
  • location

    Headquarters:Po Box 259 , Mount Airy, Maryland, United States

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  • Prime Wealth Management phone

    Phone Number: +1 240-855-0007

  • Prime Wealth Management website

    Website: https://www.primewm.com

  • Prime Wealth Management employees

    Employees:4

  • Prime Wealth Management revenue

    Revenue:$0 - 1M

  • Prime Wealth Management legal name

    Legal Name:Prime Wealth Management

  • Prime Wealth Management's Social Media

    Prime Wealth Management linkedin
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  • |  NAICS Code: 236115  |

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Person level website identification

President for Prime Wealth Management

David Frederick

President

Person level website visitor identification

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View Employees

David Frederick

President

Rick Prime

Certified Financial Planner , President

John Joseph

Business Owner

Chris Moran

Managing Partner

Lillian Klainos

Managing Partner

Frequently Asked Questions regarding Prime Wealth Management

  • Where are Prime Wealth Management's Headquarters?

    Prime Wealth Management's Headquarters are in Po Box 259 ,Mount Airy,Maryland,United States

  • What is Prime Wealth Management's phone number?

    Prime Wealth Management's phone number is +1 240-855-0007

  • What is Prime Wealth Management's official website?

    Prime Wealth Management's official website is https://www.primewm.com

  • What is Prime Wealth Management's Revenue?

    Prime Wealth Management's revenue is $0 - 1M

  • What is Prime Wealth Management's NAICS code?

    Prime Wealth Management's NAICS code is 236115

  • How many employees are working in Prime Wealth Management

    Prime Wealth Management has 4 employees

  • What is Prime Wealth Management's Industry?

    Prime Wealth Management is in the industry of Financial Services

  • Who is Prime Wealth Management's President?

    Prime Wealth Management's President is David Frederick

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