Prime Wealth Management

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2936 Domingo Ave Ste 1
Berkeley, CA 94705

Prime Wealth Management, located in Berkeley, CA, is a comprehensive financial planning service company specializing in investment planning, risk management, retirement planning, and tax planning services.

With expertise in IRAs, 401(k) plans, profit sharing, and other financial plans, Prime Wealth Management offers a range of services to help clients achieve their financial goals and secure their financial future.

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5.04 reviews
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Ros W.
11/17/2012

We have worked with Rick Prime for about seven years now and are very happy with what he has done for us. He has really helped us navigate the complicated world of finances and set us on a very...

Tess W.
2/26/2025

Rick Prime and his team are extremely knowledgable, professional and client service-oriented. We believe he always has our best interests in mind, and consistently follows through in a timely,...

Cindy W.
6/9/2020

You get to a certain point in your life and you realize that while you are pretty good at your job and saving money you have no idea what to do

David H.
2/6/2018

Rick and his team are great to work with, every question we have asked has been answered in a very caring and present way that is rooted in best financial practices. We have worked with Rick for...

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