WealthPRIME

Financial ServicesCalifornia, United States2-10 Employees

WealthPRIME is an industry-first, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on an investor’s income and various other factors. 

WealthPRIME offers highly customized financial solutions on a scale only once offered through one-on-one consulting. It uses aggressive plan design strategies—unlike your average 401(k) plan—and includes advanced alternative investment opportunities that can exponentially increase account values, and provide maximum tax deductions.

Dan Harding, Founder, has supplied wealth management services for high-net-worth individuals and firms for the past decade. His areas of expertise include sophisticated financial planning, tax services, and retirement planning.

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