Prime Capital Investment Advisors unveils new brand – Prime Capital Financial! Click here to read the full announcement.
Custodial Partners
As an independent investment advisory firm, we partner with a few select custodians to execute our investment models and manage our clients accounts. We offer multiple wealth and investment management solutions designed to fit a wide range of financial situations, investing styles, and client needs. From Roth IRAs to Individual Taxable Investment Accounts to Private Equity, we partner with Schwab, Fidelity and Goldman Sachs to custody our client’s accounts with precision and care. This is our fiduciary responsibility and privilege.
Service Comes Natural
How We Help Our Northwest Arkansas Clients
We work with clients from all different backgrounds, providing comprehensive financial plans tailored to their goals. This often includes individuals, families, retirees, pre-retirees, investors, business owners, medical professionals, retail and consumer goods employees and executives, athletes, and more. We also combine our offerings to approach your plan from a holistic perspective. That means accounting for each aspect of your life, from your current assets to your future benefits.
Our Fayetteville office serves and focuses on clients throughout NW Arkansas, but we have resources and connections throughout the country. In addition to our wealth of knowledge, decades of experience and partnerships offering, we can help you in a number of financial and strategic ways. Here are just some of the ways we can serve our clients.
Wealth Management
We understand that managing your wealth goes beyond simply growing your assets. Our comprehensive approach encompasses your personal financial plan, your investment strategies, your current assets, your goals and your tolerance for risk. Then, with a firm understanding of your current position, as well as your desired endpoint, we can tailor a portfolio to your goals. We are also a fiduciary financial firm, making recommendations based on your best interests. For our high net worth clients and those with significant appreciated positions, we offer custom portfolio management on a case by case basis.
We are a comprehensive fiduciary financial planning firm. We help you to both discover your goals and plan effectively to reach them. Wealth is more than a number, it is a life that has been fully attained. We sit down with our clients and create a detailed yet easy-to-follow map toward your goals. Our process also involves a deep dive into your current circumstances to understand how we can help you plan and achieve your preferable future. With your plan in hand, you are empowered to pursue your passions, both with knowledge and with resources.
Financial Planning
Business Solutions
Our financial strategies are tailored to both you as a business owner and your company, allowing us to address the unique challenges you face. We help owners set up employer-sponsored plans that invest in their people so that they can have confidence in their employment and grow their individual wealth at the same time. We can also help employers by acting as plan advisers, assigning fiduciary sponsors for 401(k)s and other workplace retirement plans. Additionally, we can help you explore insurance options to give you peace of mind and protect your business in the event you lose a key executive, or if you need to transition your business to another capable owner. Your business is your dream, and you should be in full control of its operations and stability.
As part of a wide-spanning registered investment advisor, our office in Fayetteville has access to private equity options that can truly allow you to customize your portfolio to your needs. While these options have the potential to give you exclusive access to investment options, it’s important to remember private equity is not for everyone.* It can involve risk, and it should only be employed if it suits your investing goals. We can help you get a better understanding of those goals, as well as if our options can position you to reach them. Then, if it makes sense, we can present these options to you and show you how they might be able to help you reach your objectives.
*Accredited and/or Qualified Client status may be required. For more information, please click here.
Private Investments
Risk Management
As a part of your overall financial plan, we will take a good hard look at your overall financial needs and goals. Depending on your individual or business needs, certain insurance products could be advantageous for you. Life insurance and annuities have a necessary place in many financial plans but they are also not right for everyone. Whether it is ensuring your young family is protected or you are looking to pass on your wealth in a strategic way to your estate, we can work with you to secure the proper approach for your individual needs.
Complimentary Educational Whitepapers
Our downloadable whitepapers can offer a deeper look into retirement for those who want more information. Remember to always seek professional guidance on any matters related to your finances, contact us for a review.
Contact Us
Are you ready to get in touch with the Prime Capital Financial team? Let’s get started with a plan tailored to you and your goals! Simply fill out our form below, and we will be in touch with you soon.
Northwest Arkansas
At Prime Capital Financial in Northwest Arkansas, we help you take that next step, giving you direction and vision for your future.
3790 N. Bellafont Blvd, Suite 2
Fayetteville, AR 72703
(479) 443-5851
nwateam@primefinancial.com
