Tailored Solutions
Personalized investment and planning guidance focused on your peace of mind
What Sets Us Apart
- Independent Fiduciary
- Decades of Experience
- Personal Guidance
- Rooted in Community
A Strategy Built Around You, Not a Template.
Too many firms try to fit you into a pre-built “model” based on your age. At PrimeTRUST, we believe your portfolio should reflect your life, not a pie chart. As independent fiduciaries, we build portfolios that balance growth with protection, ensuring your investments work as hard as you did to earn them.
Custom
Portfolios
We don’t use cookie-cutter models. We build a strategy that reflects your specific timeline and goals, selecting low-cost investments that fit your life, not just your age.
Risk
Management
We don’t just chase returns; we plan for the downside. We stress-test your portfolio against historical crashes to ensure market volatility never derails your long-term security.
Fiduciary
Standard
No hidden commissions or proprietary products. We provide transparent, objective advice that is 100% aligned with your best interests, putting you first in every decision.
Team
Alignment
We work directly with your CPA and estate attorney to ensure your investment plan talks to your tax and estate plans, leaving no gaps in your strategy.
How is PrimeTRUST different from other advisors?
Too many advisors have one size fits all solutions. We are Fiduciaries. We’ll build a plan to fit YOU not fit you into a plan. It all starts with the initial conversation where Chip & Jamie will spend time getting to know you, your concerns, and your goals. Letting you ask questions. Then, if we are a good fit, we will begin building your plan.
Our Planning Process:
- Initial Meeting – Because all good relationships begin with a first date.
- Building Your Financial Plan – This is the most time consuming and important part. You will have homework to do so we can evaluate your situation and goals to create the best plan for your needs.
- Implementing Your Plan – Holding your hand while putting the plan in motion.
- Monitoring Your Plan – We will monitor your plan throughout the year and meet with you at least annually to make adjustments.
Common questions we hear are:
- “I have to decide whether to take Lump Sum or Monthly Income from my Pension, what should I do?”
- “I am recently divorced and my spouse handled all the money. What should I do?”
- “How do I create income in retirement?”
- “Are my investments ok?”
- “When should I start Social Security?”
The answer to almost all of them is “it depends on your situation”. We work with you to explain your options and create a plan that is right for you.
How Clients Describe Working With Us
Meet Our Team
Every Plan Begins With a Conversation.
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