Prime Wealth Advisors

    Your business?

    Financial Advisors

    Sun City West, AZ

    Prime Wealth Advisors is an independent financial advisory firm in Sun City West specializing in comprehensive retirement planning and wealth management. Their unique "one-stop shop" model brings together a financial advisor, CPA, and estate/elder law attorney under one roof to coordinate retirement income strategies, tax planning, estate planning, investment management, annuities, IRA rollovers, and life insurance. They serve pre-retirees and retirees throughout the West Valley with a collaborative approach designed to ensure all financial strategies work together seamlessly.

    Best for: Retirement PlanningWealth Management

    Ideal for: Pre-retirees and retirees in the West Valley, Clients seeking coordinated tax and estate planning with investments, Individuals with complex financial situations requiring multiple professional perspectives

    Service area: Sun City West, Sun City, Surprise, Peoria, and Glendale, Arizona

    What Sets Prime Wealth Advisors Apart

    Integrated Three-Professional Team: Financial advisor, CPA, and estate/elder law attorney collaborate in-house to ensure retirement income, tax, and estate strategies work together cohesively rather than at cross-purposes.

    Comprehensive Coordinated Planning: All services—retirement income, wealth management, tax strategies, estate planning, long-term care, and legacy planning—are delivered and coordinated in-house rather than requiring referrals elsewhere.

    Three-Step Prime Position Process: Structured planning approach that moves from understanding your retirement vision, to assessing five critical financial areas, to implementing a fully customized comprehensive strategy.

    Retirement PlanningInvestment ManagementFree Initial Consultation
    Retirement PlanningWealth ManagementTax PlanningEstate PlanningFinancial Advisory
    Google Rating
    5.0 ★ (29 reviews)
    Phone
    (623) 777-7463
    Website
    pwa1.com

    Location

    Address: 13843 W Meeker Blvd #105, Sun City West, AZ 85375

    Phone: (623) 777-7463

    Website: pwa1.com

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    Last updated April 21, 2026

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