Our Services

We are a full service financial firm. We offer different types of investment plans and products to suit different needs and objectives.

We are not limited to working with specific product types, which is a direct benefit of investment products offered through INVEST Financial Corp.; an independent broker/dealer. INVEST is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).

Through INVEST we offer a wide array of investments, including stock and bond holdings, mutual funds, annuities and real estate investment trusts. Many of these accounts are held under different brokerage titles. The stock and bond transactions that take place in these accounts are overseen and facilitated by Pershing LLC, one of the largest clearing firms in the world.

At Prime Wealth Advisors we are dedicated to our mission of providing the best independent financial advice. We are an ethical alternative.