Skip to content
Prime Wealth Management logoPrime Wealth Management logo
  • Home
  • About Us
    • About Us
    • Dale Rice
    • Patrick Ferguson
    • Our Custodian
    • Our Investment Philosophy
    • Why Work With a CFP
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporations
    • Corporate Retirement Plans
    • Families and Individuals
    • Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Prime Wealth Management
    3718 Falling Green Way Mount Airy, MD 21771-8014 T: 240.855.0007
    Map and Directions Map and Directions
Reset All Filters
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfo...
Savings & Investments
Benefits of Spending Less
Reducing your spending can be worth more than you might think. Us...
Savings & Investments
Start
Start
Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on...
Savings & Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. A...
Savings & Investments
Compound Savings Calculator
Consistent investments over a number of years can be an effective...
Savings & Investments
Start
Compound Interest and Your Return
How interest is calculated can greatly affect your savings. The m...
Savings & Investments
Start
Cost of Waiting to Save
Waiting to begin your savings plan may have an important impact o...
Savings & Investments
Start
Emergency Savings Calculator
Having adequate emergency savings can make unforeseen unemploymen...
Savings & Investments
Investment Distributions
This calculator helps you determine either how large or how long ...
Savings & Investments
Investment Goals
What will it take to reach your investment goal? Use this investm...
Savings & Investments
Investment Returns
Meeting your long-term investment goal is dependent on a number o...
Savings & Investments

The future at your fingertips

Prime Wealth Management logoPrime Wealth Management logo
  • Prime Wealth Management
  • 3718 Falling Green Way Mount Airy, MD 21771-8014
  • T: 240.855.0007
  • Map & Directions
  • Map & Directions

Disclosure | Form CRS