With over two decades of experience helping clients through financial transition, Prime Capital Financial in the San Francisco Bay Area offers a large range of services that can be scaled up or down. We have a nationwide team of financial professionals and investment managers as well as an extensive network of accountants, attorneys, mediators and other professionals to assist you at every turn. Our approach is different. Our focus is on you—your financial story.
Our Approach
Together, we’ll navigate our planning approach, built upon four cornerstones: Grow, Manage, Protect, and Give.
Grow
Find growth in every aspect of your life.
Growth is about more than just a number, or even an investment in the market; it’s about building a future that reflects your values, goals and dreams. That means designing an all-encompassing roadmap that prepares you for life’s biggest moments, from planning for retirement, to saving for your children’s education, to buying a home, to growing your family. It also means having a plan, and a partner, that always puts you first. At every checkpoint, we’re here to help you make decisions with clarity and confidence, turning uncertainty into opportunity and confidence through all of life’s twists and turns.
Manage
Navigate change with clarity and confidence.
Management is where strategy meets stability. It’s about executing that plan to grow your assets, protect your earnings and maintain the quality of life you’ve become accustomed to while always pursuing that next level. Through career shifts, different life stages, and the evolution of your financial goals, we bring structure to all of life’s complexities. We also provide hands-on advice and help you draw up a strategy based on your time horizon, risk tolerance and unique needs. That usually means using diversification, thorough research, and proactive monitoring to help make your money work for you. We also help you stay in front of inflation, protect against market volatility, and manage risk, all without losing sight of your long-term financial goals.
Protect
Protect what you’ve built and who you love.
Protecting your money isn’t just the safeguarding of your assets; it’s about acknowledging and honoring just how hard you’ve worked to build them. It’s also about keeping in mind the people you’re building them for. That’s why your plan should always include an estate plan, income protection, and strategies to pay for long-term care. We also help you retain your decision-making power throughout your life while supporting your loved ones if those tough choices ever fall into their hands. From creating wills, to setting up trusts, to finding the right insurance options, including life, long-term care, and annuities, we’re with you at every step to plan based on what’s most important to you.
Give
Leave a legacy that lasts.
Giving is where you create a lasting impact on your family, your community, and all the causes you believe in. Whether you’re planning to pass down your wealth or support organizations and ideas that are closest to your heart, we can help you craft a strategy that reflects your values and protects your loved ones from unnecessary and excess financial and emotional stress. That includes tax strategies that minimize your estate tax obligation, as well as setting up vehicles that direct your money where you want it to go and help you retain decision-making power over the assets you worked tirelessly to grow. That’s why we like to say giving is the act of love in this process, giving your family, friends, and more security by taking weight off their shoulders when they need it the most.
Financial Planning in
Silicon Valley
While it’s always a good idea to have a plan for the future, financial planning in San Francisco is unique. Our proximity to Silicon Valley gives us access to the latest innovations, ambitions, and upcoming ideas, and we love to share that with you. That means the possibility of incorporating venture capital, private equity, biotech and more into your portfolio*. We’re also here to help you make sense of this fast-paced world. Our established connections and experience in tech investing give us a look into how these companies work and how you may be able to benefit from giving them a boost to make a real difference. It’s an exciting opportunity, and one that feels different when it’s happening in your own backyard.
*Accredited and/or Qualified status may be required.
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Meet Our Team
When it comes to choosing a wealth manager, you deserve financial planning that is as dynamic as the life you lead. We are a full-service, fiduciary financial firm here to serve the San Francisco Bay Area community. Learn more about our team and meet the individual members below!
Resource Library
We believe a greater community starts with education, especially when it comes to money. It’s so key to everything we do, and while money isn’t everything, it’s hard to deny its power in helping us achieve our goals. Our resource library contains articles & information about critical financial concepts, tips to help you understand important retirement issues, and news that can help you stay up-to-date on legislation and economic trends. Visit our Resource Center!
Want to Chat? Let’s Get Started Today!
We were built on open communication and action, we’re ready to begin the conversation. Executives, entrepreneurs, and professionals-alike rely on our team to deliver comprehensive planning and investment management services. Contact us now to set up a complimentary discussion.
Prime Capital Financial
San Francisco Bay Area
Headquarters:
6201 College Boulevard, Suite #150
Overland Park, KS 66211
