Prime Wealth Group

Prime Wealth Group is a wealth management group based out of Morristown, NJ. Their team has over 25 years of experience in the financial services industry and utilizes a holistic approach to financial planning. This approach is designed to help clients create a plan that covers the individual parts of their financial life while ensuring that they all work together. They focus on proper asset allocation, diversification, and tax efficiency to preserve and grow capital for clients’ individual and multi-generational aspirations.

55 Madison Ave 4th Floor, Morristown NJ 07960

[email protected]

973-946-8032

Drea Coladarci

Financial Advisor

Drea’s philosophy is that everyone regardless of age or net worth deserves some level of financial planning. This planning helps families and individuals achieve their financial goals, fund their retirement years, or simply know they’re “on the right track.” Through periodic reviews, her clients receive the coaching necessary to stick with their financial plan or modify it when needed. Within our planning process, Drea specializes in tax-efficient management strategies, estate planning, and legacy planning. She believes her process empowers clients to make smarter decisions by educating and analyzing all potential solutions.

Drea went to Oregon State University for Chemistry and Math. She holds the FINRA Series 7, and 66 registrations through Pinnacle Investments, LLC as well as insurance licenses.

When she is not working, Drea is spending time with her family. When she isn’t busy with her children’s activities she enjoys snowboarding, swimming, and learning new skills. She is currently learning to play the piano.

Check the background of this investment professional on FINRA’s BrokerCheck.

adam desimone, financial advisor, prime wealth group

Adam DeSimone

Financial Advisor

Adam is distinguished for his financial comprehension, and ability to educate individuals to help pursue their financial security, legacy, and lifestyle. He understands that every person’s life situations are unique and dynamic, which requires attention to detail. His understanding of efficient market strategies and services helps his clients achieve peace of mind when it comes to their finances.

Adam graduated from the University at Albany. He holds the FINRA Series 7, 65, and 66 registrations through Pinnacle Investments, LLC as well as insurance licenses.

When he is not spending time helping his clients protect and grow their wealth he enjoys spending time with his family. Adam also volunteers to coach youth sports and is an avid fitness enthusiast.

Check the background of this investment professional on FINRA’s BrokerCheck.

adam gartside, financial advisor, prime wealth group

Adam Gartside

Financial Advisor

Adam has always had a passion for finance. He knows not everyone shares that passion so he follows a process that tailors a plan to an individual’s wants and needs to get the information they need in a way that suits them. The financial planning process begins with an initial meeting to clearly define what is important to each client. After specific goals are agreed upon, Adam and his team develop customized financial planning strategies to address each objective. Through the implementation of independent recommendations, Adam ensures his clients stay on track with their financial plans.

Adam graduated from the University of Rhode Island with a focus in Finance and Economics. He holds the FINRA series 7, and 66 registrations through Pinnacle Investments, LLC as well as insurance licenses.

Outside of the office, Adam is a fitness and sports enthusiast that enjoys both participating, watching, and teaching. He also enjoys painting and playing the piano.

Check the background of this investment professional on FINRA’s BrokerCheck.