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
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
The three ingredients of a purposeful retirement
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Retirement & Longevity
Read
Read
Important financial considerations for single parents
Build an action plan to protect yourself and your loved ones.
Family & Lifestyle
Infographic: College-bound? A checklist to prepare students and parents
The last two years of high school are particularly important – for students and parents – when preparing for college.
Family & Lifestyle
Transitioning into adulthood
The financial and emotional investments parents make.
Family & Lifestyle
Read
The new 'kids' on campus
Older adults reap the rewards of free education.
Family & Lifestyle
Read
Write your story: Embrace your retirement identity
Rediscover yourself and the impact you can make in this new phase.
Retirement & Longevity
Read
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Generating revenue from unused land
Whether you own land already or intend to buy some in the future, here are some ways to make the most of your investment.
Markets & Investing
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle

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