Inspiring people to
Kris Koenig, Wealth Advisor
With nearly a decade of experience in the financial industry, Kris is a seasoned financial advisor working by referral only, with high net worth individuals and families. His passion lies in crafting bespoke financial strategies that align with the unique goals and aspirations of each individual.
The ID Planning Process™ by Kris Koenig
Because every single plan put together by the team at Prime Capital Investment Advisors is customized and tailored to each client, Kris Koenig created the “ID Planning Process™” to help explain it. The ID Planning Process™ is unique, like your fingerprint. It is dynamic and adapts as your life unfolds.
Before we do anything, I take time to learn about you. I want to make sure that you will be a good fit for our firm & that you will benefit from our services.
Using our portfolio models and our eMoney system, I will design a plan that you are confident in and that you can trust will help meet your goals.
We put our discoveries and plan into place. Over time, we will monitor your plan and make sure we are headed in the right direction, regardless of life circumstances.
At Prime Capital Investment Advisors, we offer a full range of financial advisement services that include active money management, full-service investment advice, risk management and tax and income strategies.
Since the start, we’ve focused on a collaborative approach to help inspire our clients to achieve their life’s ambitions. Our motivation for moving to financial services came from watching friends and family members struggle through their retirement simply because they didn’t have the right information. We quickly realized how important professional financial advice can be. Because good financial planning can be complex, it’s crucial to find the right team with experience in active money and risk management as well as tax and income strategies. Our ultimate goal is to empower people with the knowledge they need to make informed decisions about their financial future and own their success.
We work with people who want a partner who takes a custom approach to their needs. A partner who not only develops a comprehensive plan but also implements it with them.
Our strategies are also designed to be flexible so we can adjust them when your life or the market changes. Financial planning isn’t just about numbers. It’s life planning, too. We look forward to taking this journey together and exploring all the opportunities available to you.
Below are some services where we may be of assistance:
- Financial planning
- Risk management planning
- Private equity (Advisory Services)
- Estate planning
- College savings
- Charitable giving
- Retirement savings
- Option strategies
- Tax-favored investing
- Company 401(k) plans
- Business succession planning
- Employee financial wellness