Prime Wealth Group w/ Pinnacle Investments LLC

Prime Wealth Group is a wealth management group based in Morristown, NJ, with over 25 years of experience in the financial services industry. They utilize a holistic approach to financial planning, helping clients create a plan that covers all aspects of their financial life. The team focuses on estate planning, asset allocation, diversification, and tax efficiency to preserve and grow capital for clients' individual and multi-generational aspirations. Clients praise the team's detailed, efficient, and caring approach. One client, who was referred to the firm by a friend, found the process of setting up a trust for their family to be seamless. Another client, a teacher, appreciated the team's guidance on early investing and how it impacted their retirement numbers. Overall, Prime Wealth Group is known for its knowledge, integrity, and commitment to helping clients achieve their financial goals.