About Wealth Services
Craig Pretzinger
Investment Executive
520.219.5000
craig.pretzinger@cw-advisors.com
Southern Arizona Community Bank distinguishes itself in the marketplace with a strong client focus and the integrity to deliver an array of wealth management choices through Capitol Wealth Advisors.
Capitol Wealth Advisors’ commitment is to assist individuals, their families and their businesses in meeting their wealth management needs by providing quality service with access to a complete suite of wealth services.
Capitol Wealth Advisors can help you in achieving your life goals by:
- understanding your unique client relationship
- guiding you with a trusted, experienced representative
- delivering a full suite of products and services at the best value to fulfill your financial objectives
Simply put……you get a rewarding experience.
You can choose from our complete program for wealth management:
- Investment management (retirement planning, portfolio analysis, 401k, IRA, 529 college plans, self directed IRA’s)
- Brokerage (online trading, full-service sales and trading components)
- Insurance (term life, whole life, universal life; annuities; and long term care insurance)
- Financial and Tax Planning*
- Trust (services to be offered through a preferred service provider)
Professional Profile
Brokerage & Investment Management
Trust & Estate Services
Online Trading
Glossary of Financial Terms
More Information
If you would like more information please email: craig.pretzinger@cw-advisors.com
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Online Tools:
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PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member NASD/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
* For a comprehensive review of your personal situation, consult your tax Advisor. Neither PrimeVest, nor any of its representatives, may give tax advice.
Mutual Funds, Variable Annuities and UITs are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.
400 1st Street South, P.O. Box 283
St. Cloud, MN 56302
1(800) 245-0467