Inspiring people to
Matt Peterson
Wealth Planner
Prime Capital Investment Advisors, LLC
Matt Peterson learned the value of proper, goal-oriented, custom financial advice at a young age. He saw the effects of market downturns and the toll it took on his parents during the 2008 housing crisis. Now, his goal is to leave the world a better place than he found it. He believes that offering personal assistance to his clients, no matter their financial goals, is the best way to do it. A natural team player, his uncompromised desire to help and do right by his clients drives him, and he looks forward to each opportunity to bring someone’s dreams to life.
Let's Talk”Confidence and peace of mind can be simple to achieve with the right guidance. I’m here to help.
— Matt PetersonBuild Your Bridge.
Specialized Services
Matt and the team at Prime Capital Investment Advisors are uniquely qualified to offer customized strategies for individuals, families and business owners. We aim to go above the limitations of typical financial advisors with complete, holistic services for the purpose of achieving confidence and security. We work in all phases of your financial lifecycle, from accumulation to distribution to transition, and we can help you design a plan that works to secure your future and protect your family for generations. Below is a list of ways we can help you with a personalized plan!
- Financial Planning
- Cash Flow Analysis
- Tax Efficiency Planning*
- Wealth Transfer Planning
- Retirement Income Planning
- Investment Planning
- Alternative Investment Strategy
- Life Insurance Planning
- Retirement Plan Advisory
- Business Succession Planning
Contact Us
We’re ready to begin a partnership that lasts a lifetime. With solution and objective-oriented planning services for you, your family and your business, we’re prepared to help in any capacity. If you’re ready to get started on a path toward efficiency, security and confidence, fill out our form below, and we will be in touch with you shortly.
Matt Peterson
Wealth Planner
Prime Capital Investment Advisors, LLC
6201 College Boulevard, Suite #150
Overland Park, KS 66211
Phone: (913) 491-6226
Toll-Free: (800) 493-6226
Email: mpeterson@pciawealth.com
