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Personal & Private Wealth Solutions

PRIME CAPITAL FINANCIAL » WICHITA

Clarity in Your Home

Prime Capital Financial Wichita works with individuals and businesses; however, we know we’re not for everyone. Most of our clients walk into our office knowing that they have power over their financial situations. They just need some direction to match their motivations. That’s where we come in, helping business owners, entrepreneurs, accredited investors, real estate developers and investors, doctors and surgeons, families, individuals, pre-retirees, and retirees achieve their personal and professional ambitions.

If you think you may be a fit for Prime Capital Financial Wichita, please take the Clear Picture Assessment by clicking here. This will give us a better understanding of your mindset and goals, helping us determine if a generational partnership with us will be advantageous. You can also see all the ways we help our clients below.

Personalized Investment Portfolios

At Prime Capital Financial Wichita, we don’t use cookie-cutter solutions. We also don’t construct portfolios in alignment with generic wisdom to conform to standards. We work to understand your goals and tolerance for risk, then we find solutions and strategies that match. We also actively manage your funds to ensure that your money is being put to work for you and that you are in what we believe to be the most advantageous position to bring your dreams to life. Investing is not a ratio; it’s an experience, and with Prime Capital Financial Wichita, your experience and financial journey are our first priority.

Liquidity & Asset Location Strategies

Prime Capital Financial Wichita develops custom strategies, and one of our main focuses is on ensuring that your money is accessible when you need it. That’s why we work with our clients to explore options that provide liquidity and account for short- and long-term goals alike. Furthermore, our team is experienced in delivering solutions that don’t force clients to forgo the potential of growth. With innovation top of mind, we partner with you to develop a plan that seeks a flexible future while still positioning you to achieve your loftiest goals.

Wealth Protection

While growth in your portfolio is obviously ideal, it’s just one key branch of a custom portfolio. Protection of what you’ve worked so hard so hard to build is arguably more important, giving you the opportunity to protect yourself from some of the most dangerous retirement risks such as longevity risk, market risk, sequence of returns risk and more. Prime Capital Financial Wichita aims to protect clients from not just the financial damage of market declines but also the psychological impact that can freeze them. With a deep understanding of your goals, we can assemble a portfolio built to combine your ideal levels of growth and protection.

Retirement Lifestyle Planning

For so many, retirement is the reason we work so hard during the accumulation phase of the investor’s lifecycle. It’s a period during which time and money are expected to be plentiful; however, the perfect retirement doesn’t just happen. It requires a carefully constructed plan to manage and provide for your needs for income. At Prime Capital Financial Wichita, we analyze your current lifestyle as well as your expected and desired lifestyle in retirement. Then, we use modern and innovative solutions to provide for those needs, ideally protecting you from major market downturns while still providing the level of growth you need to achieve your goals.

Family Wealth Governance

We pride ourselves on being your personal CFO, and our partnership includes those you care about and provide for. That is why we develop a financial framework that is simple to follow and helps you and your family make informed decisions for the future. It also means communicating with each member to ensure that goals are aligned and being pursued as efficiently and effectively as possible. Furthermore, governing wealth for a family entails a detailed and thorough estate plan that helps you transition wealth with tax regulation in mind. Our mission is to build a long-term relationship that protects your family and your wealth for generations to come.

Estate Planning & Philanthropy

No one likes to talk about what will happen after they are gone; however, the fact is: it can be extremely advantageous to have that discussion to avoid legal, financial and emotional stress when something inevitably happens. That’s why we assist clients with estate and legacy planning, empowering them to make decisions on their own behalf to determine how their assets will be passed and distributed. This is also crucial to plan for the tax-advantaged transfer of wealth, as we may be able to employ tax strategies that protect your family from a major expense. We can also design a plan to transition your money to a cause of your choice, protecting your legacy and ensuring that your voice is heard long after you are gone.

Cash Management Solutions

The day-to-day management of your finances and liquid cash is crucial to both short- and long-term success and stability. We help you optimize your cash flow to ensure that you are using your money as efficiently as possible and always striving toward your unique goals. Through careful analysis of your situation, we can help you with both budgeting and management tools that make this entire process simpler and more effective, all while delivering the education that empowers you to make informed financial decisions. The future of your finances isn’t decided years or decades from now; it’s determined by your actions in the present, and your ability to control your own narrative could give you the opportunity to make your dreams a reality.

Asset Succession & Transition Planning

Transitioning your assets and planning for their transition can be tricky, but our meticulous planning service can help you protect what’s important and ensure a seamless transition. We also have professional partnerships with estate planning attorneys and services that can simplify the process of creating trust and will documents. For our business-owning clients, we can also help design a plan to transition power to a trusted executive or associate, ensuring that your creation and your legacy are upheld even if you cannot sit in the CEO chair. Our goal is to serve your goals in the most appropriate manner, and through empowering you to take control over your future and make decisions that will last generations, we want to help you secure strength and prosperity for those who will follow you.

This information does not constitute legal or tax advice. Prime Capital Financial and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.

Download our complementary eBook:

Still Living On, Long After You’re Gone

Learn how an estate plan is one of the most important parts of a complete and comprehensive retirement plan.

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”Your desired outcome is waiting for you to make the first move.”

— Andrew Merchant

Clearer Communication 

Communication is key in any relationship, but it’s especially crucial when working with the people and possessions most precious to you. We’d love to hear about your goals and circumstances to give us a better idea of how we may be of assistance. Please fill out our form below, and we will be in touch with you shortly.

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ANDREW MERCHANT

Partner, Managing Director
Prime Capital Financial

801 E Douglas, Ste. 100
Wichita, KS 67202

Phone: (316) 669-9413
amerchant@primefinancial.com

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