WealthPRIME is an industry-first, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on an investor’s income and various other factors.
WealthPRIME offers highly customized financial solutions on a scale only once offered through one-on-one consulting. It uses aggressive plan design strategies—unlike your average 401(k) plan—and includes advanced alternative investment opportunities that can exponentially increase account values, and provide maximum tax deductions.
Dan Harding, Founder, has supplied wealth management services for high-net-worth individuals and firms for the past decade. His areas of expertise include sophisticated financial planning, tax services, and retirement planning.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 4100 Moorpark Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://wealthprime.com
- Keywords
- Financial Services, Retirement, Plan Design, 401(k), Cash Balance, Defined Benefit, Alternative Assets, Retirement Administration, Plan Sponsors, Taxes, Tax Codes, Smart Calculator, Tax Mitigation, Wealth Building, Retirement Planning, Pensions, Actuarial Services, Combo-K, Roth 401(k), Roth Conversions, Venture Capital, Premium Financing.
- HQ
- San Jose, California
Wealthprime Questions
Wealthprime's website is https://wealthprime.com
Wealthprime's LinkedIn profile is https://www.linkedin.com/company/wealthprime
Wealthprime has
3 employees.
View email and phone details for 3
employees at Wealthprime.
Wealthprime's industry is
Financial Services
Wealthprime's top competitors are
Alliance Benefit Group, Llc,
Executive Benefit Plans, Inc.,
Adazza,
Verisight,
Retirement Administration, Inc.,
Jennifer Mongeau Cpa Llc,
1acct Pty Ltd,
Verisight,
Dowler Construction Services, Llc,
Vibrant Accountants, Llc.
Wealthprime's categories are Financial Services
Wealthprime's founding year is 1978
