Prime Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Sylvia Karimian

Sylvia Karimian

CFP®, ChFC®, CLU®, APMA®

Private Wealth Advisor

Visit Sylvia Karimian's website
David Karimian

David Karimian

CFP®, CRPC®, APMA®

Private Wealth Advisor

Chief Executive Officer of Prime Wealth Management
Visit David Karimian's website
Lorianne Williams

Lorianne Williams

BFA, APMA®

Financial Advisor

Visit Lorianne Williams's website

Team

Pam Woods

Pam Woods

Practice Manager,

Paraplanner

Qualifications

  • Series 7, 63 and 65 licenses
  • Oklahoma Life, Health and Variable Annuity license

Roles & Responsibilities

  • Process client transactions and money movements
  • Questions on year-end tax reporting for 1099s and cost basis information
  • Estate Settlements
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Vicki Rhea

Vicki Rhea

Financial Planning Specialist

Qualifications

  • Series 6 and 63 licenses

Roles & Responsibilities

  • Financial Planning Assistant
  • Collecting planning information
  • Client Service
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