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.
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
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.
Address: 13843 W Meeker Blvd #105, Sun City West, AZ 85375
Phone: (623) 777-7463
Website: pwa1.com
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