PrimeWay Investment Resources

Wealth Protection
Wealth Protection

Wealth can vanish if it’s not managed properly. We’ll help you put protections in place, including insurance and fail-safe measures, to preserve the wealth you’ve built.

Expert Guidance
Expert Guidance

Wealth management requires knowledge and agility. Our experts will guide you, using your dreams as a benchmark, to make the best investment choices for you and your future.

Investment Tools
Investment Tools

PrimeWay Investment Resources clients have access to an array of tools to help them track and manage their investments.

Peace of Mind
Peace of Mind

Nothing feels better than financial security. Work with the PrimeWay Investment Resources team to get the peace of mind you need for your family.

Manage, protect and preserve wealth
Schedule a Consultation
PrimeWay Wealth Management
Manage, protect and preserve wealth
Schedule a Consultation

PrimeWay Investment Resources Products

Wealth Management FAQs

Is there an investment minimum for your Wealth Management service?

In order to diversify and address your needs, you need approximately $20,000.

Which services do you provide to your Wealth Management clients?

The services we provide cover every aspect of Wealth Management. They include Asset Management, Retirement Planning, Insurance, and Healthcare.

What tools do your clients have to review their investments?

Our clients have access to a full suite of online banking and investment tools, as well as the guidance of our team of financial advisors.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts (SFC), a registered investment advisor and separate entity from LPL Financial. PrimeWay Federal Credit Union and PrimeWay Investment Resources are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PrimeWay Investment Resources and may also be employees of PrimeWay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PrimeWay Federal Credit Union or PrimeWay Investment Resources. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

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