We believe in presenting each and every one of our clients with four things: unique relationships, customized planning and investments, clarity on compensation, and a full scope of services. This is an approach we have always believed in, as we think it gives us the best chance to build a lasting partnership. It also holds us to the highest standard of both performance and transparency, and we’re proud to be a partner that builds relationships upon a foundation of open and honest communication.
Wendy Prestwood, CMFC, CRPC
Wendy Prestwood is committed to the comfort of her clients. From the way her office is designed, to her communication style, to the level of service she provides, she knows how powerful security and confidence are when it comes to a financial plan. This is how she has operated for more than 25 years in this industry, and she has no plans to change.
”Talking about your finances shouldn’t be stressful. It should be exciting, and it’s my job to give you something to be excited about.”Wendy Prestwood, CMFC, CRPCFind Your Peace of Mind.
Our process is carefully crafted to fit each of our clients in some way. It is simple and repeatable yet comprehensive and able to shepherd each individual through the undertaking of designing a personalized financial plan. We begin with a discovery phase during which we get to know you and your needs. We then move on to researching the right options for you then setting your strategy in motion. Finally, we maintain and upkeep your plan while helping you navigate life’s many obstacles. See each step in our process below!
How We Help You
At Prime Capital Investment Advisors, we seek to provide each of our clients with a full scope of services, no matter their needs. We believe in profound and lasting connections, and offering holistic financial planning, retirement planning and investment services gives us the greatest opportunity to grow our relationships without limits. Furthermore, we understand how important money is to you, not because it’s fun to collect but because of the power it can carry. It lets you achieve your greatest dreams and make lasting memories with your family. See our list of services to see how we help you preserve wealth and plan to use it to make the most out of your time!
You deserve to feel comfortable when talking about your finances. With us, you are an equal, and our job isn’t complete until you understand your plan just as well as we do. If you’re ready to begin a partnership that lasts a lifetime, fill out our form below, and we will be in touch with you shortly.