Prime Capital Investment Advisors unveils new brand – Prime Capital Financial! Click here to read the full announcement.
Shelbie Montalbano is the client account manager for Wendy Prestwood. With over 8 years of experience in the financial industry. Shelbie is dedicated to providing high-quality professional service to our clients. She resides in Overland Park with her fiance, Austin, son, Mason, and beloved dog, Bosco. In her free time, Shelbie enjoys spending time with her family, watching horror movies, and going on ghost hunts.
”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.
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
PCIA Events
At PCIA, we value relationships and partnerships, and we always look forward to any chance to connect.
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.
