2023-08-23
7 Signs You May be Ready for Retirement
It can be difficult to know when you’re ready to retire, but checking these seven…
Planning for Better
Tomorrows
About Us
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.
A Unique Relationship
We focus on building a unique relationship and spending our time getting to know you and what truly matters to you. This helps us best address your goals and unique ideas, giving us a better understanding of how to customize a plan that is geared toward your life’s mission.
Customized Planning & Investments
Each client’s goals are different, and each person has a different appetite for risk. We build each portfolio to account for those goals and levels of tolerance for risk to put you in a position to secure your assets and protect what you have worked so hard to build.
Clarity on Compensation
The strongest type of relationship is mutually beneficial. That’s why we are transparent and open with our fee-based structure that compensates us based on your success. We are incentivized emotionally, mentally and financially to protect and grow your assets.
Full Scope of Services
Finance is extremely personal and emotional, and it plays a key role in nearly every aspect of your life. That’s why we provide a full scope of services that address each of your needs no matter which stage of life you’re currently in. Our services list is crafted with your needs in mind.
Wendy Prestwood, CMFC, CRPC
Wealth Advisor
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
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!
Our Services
Retirement & Financial Planning
Investment Services
Tax Strategies
Risk Management
Estate Planning
Review Meetings
Regular Communication
Income Distribution Strategies
Blog, News & Information
Our blog is one of our favorite ways to keep clients up to date on the latest news and updates in the financial world. We also often tackle strategies we employ at our firm to help you achieve your goals. We are constantly updating our blog with new, timely posts that help you stay informed and enhance your financial literacy. Be sure to bookmark our blog to stay in touch!
2023-06-03
Are Weddings Worth the Money?
While so many people dream of their special day, it’s worth asking the question: Is…
2023-05-11
What To Do with Inherited Money
Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here…
Contact Us
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.
