PrimeWealth Advisors

PrimeWealth Advisors is a premier wealth management firm based in San Francisco, California, offering personalized financial advisory services to affluent individuals, families, and institutions. Since its inception in 2010, the firm has specialized in comprehensive wealth planning, asset management, and retirement strategies, helping clients preserve and grow their wealth through tailored financial solutions. PrimeWealth Advisors takes a client-centered approach, ensuring that each investment strategy aligns with the unique financial goals, risk tolerance, and long-term vision of its clients.

The firm prides itself on its in-depth expertise in managing multi-generational wealth and providing clients with a wide range of services, including tax optimization, estate planning, and philanthropic advising. PrimeWealth Advisors is renowned for its holistic financial planning, which integrates investment strategies with clients’ broader life goals, ensuring sustained wealth over the long term. The firm’s team of certified financial planners and analysts is dedicated to offering personalized advice, helping clients navigate the complexities of today’s financial markets.

Led by CEO and founder Jessica Moore, PrimeWealth Advisors manages over $3 billion in assets. Under her leadership, the firm has built a reputation for delivering strong financial performance, with a focus on ethical investing and sustainable wealth-building practices. In 2023, the company reported revenues of $85 million, a reflection of its robust client base and excellent market performance.

PrimeWealth Advisors continues to grow, expanding its portfolio offerings into impact investing, focusing on environmental, social, and governance (ESG) factors that align with the values of its socially-conscious clientele.