A complete list of active advisors currently associated with Prima Wealth

Warmer can help you find a great advisor at Prima Wealth or one who fits your needs even better.

Prima Wealth provides discretionary wealth management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses, and also works with charitable organizations. Services described in the brochure include customized portfolio construction, ongoing investment supervision, retirement-account advice, and planning work that can cover tax, insurance, education and charitable‑giving programs. The firm’s investment approach uses modern portfolio theory with a generally long‑term orientation while allowing for tactical adjustments; portfolios typically feature low‑cost mutual funds, ETFs, and bonds but may also include individual stocks, limited partnerships, or legacy holdings. Prima Wealth emphasizes continuous personal contact and discretion in implementation, and its strategies can include concentrated positions and, at client request, use of margin or options to hedge or gain exposure. Compared with many independent solo advisors, Prima Wealth manages a relatively large amount of client assets for a single‑advisor practice (about $93.9 million across 88 clients) and explicitly includes charitable giving and work with charitable organizations in its services—a client type relatively uncommon among peers. The firm maintains an institutional relationship with Charles Schwab for custody and platform services, which provides technology and operational support while also creating a potential conflict of interest because the advisor receives certain economic benefits.

To learn more about the advisors currently working at Prima Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.