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The Clear Picture Financial Client Experience
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Welcome to The Clear Picture Wealth Program
A Step-by-Step Program Designed to Give You Financial Clarity
Our Clear Picture Wealth Program is designed to put you in the driver’s seat of your wealth journey, prioritizing your goals and values at all times, and amplifying your ability to lead your wealth rather than being led by it. We are passionate about simplifying the complex relationship people have with their money, and as a big part of our mission, we seek to create clarity by producing our show, 20 Minutes of Clarity, that explains and demystifies financial concepts and strategies. Please explore our resources below!
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The 20 Minutes of Clarity Podcast
Two Formats So You Can Listen or Watch on YouTube
Your hosts, Prime Capital Wealth Advisors Jason Noble and Andy Merchant, spend 20 minutes each week explaining complex financial concepts in a fun and informative format. As wealth advisors, Andy and Jason have spent years navigating the complex world of finance and wealth management for their clients. Each week on “20 Minutes of Clarity,” they share practical tips, insights, strategies and ideas to help you achieve your financial goals and help answer the wealth questions you have. Whether you’re looking to start a business, build your investment portfolio, or simply improve your finances, the next 20 minutes promises to be informative, engaging, and most importantly, actionable. Be sure to watch and subscribe!
Featured Video Episodes
Check out our Youtube Channel for many more great interviews.
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20 Minutes | Why are people fearful of setting financial goals?
20 Minutes of Clarity | What is the Difference Between Wealth Management vs Wealth Advice?
20 Minutes of Clarity | NEW SERIES | Planning Mistakes to Avoid
20 Minutes of Clarity | Navigating Advisor Qualities
20 Minutes of Clarity | Navigating Umbrella Policies Before it Rains
20 Minutes of Clarity | A Guide to Simplify College Funding
20 Minutes of Clarity | A Deeper Dive into Medicare Rules
20 Minutes of Clarity | The Lesser Known Discussions Around Healthcare Premiums
20 Minutes of Clarity | Off the Beaten Path: Important Wealth Insights You May Overlook
20 Minutes of Clarity | Protecting Your Wealth and Legacy
20 Minutes of Clarity | How to Begin the Family Wealth Conversation
20 Minutes of Clarity | Protecting Wealth with a Will or Trust
20 Minutes of Clarity | Protecting Wealth from Taxes and Distributions
20 Minutes of Clarity | The Impact Liquidity Has on Wealth Protection
20 Minutes of Clarity | Kicking Off Wealth and Lifestyle
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Whitepapers for You
Information You Can Download and Reference
Your Hosts
Jason Noble, CFP®, RICP®
Financial Advisor
With two decades of experience, Jason Noble heads up the PCIA Charleston office. He is passionate about working with families, pre-retirees and business owners and holds his Series 66 Registration. He is also a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional®. With roots in South Carolina, he believes a stronger community is the key to a better future, and he works each day to build financial literacy to instill confidence in his clients and listeners.
Andrew Merchant
Partner, Managing Director
Andrew Merchant is a partner and the managing director of Prime Capital’s Wichita office. Committed to helping you reach your goals, Andrew’s goal is to provide a clearer path toward a clearer future. He has seen the power of proper and informed financial advice, and he believes that it can be the key to a secure future if it’s paired with action and motivation. He now has more than a dozen years of experience, and his team continues to grow with a network of industry-leading professionals who can connect to grow with both speed and strength.
CLEAR COMMUNICATION
We’d love to hear about your goals and circumstances to give us a better idea of how we may be of assistance. Do you have any questions? Please fill out our form below, and we will be in touch with you shortly.
Prime Capital Investment Advisors
Charleston, South Carolina
Clear Picture Cares Charleston
Our Blog
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Phone: (843) 743-2926
TeamCHS@pciawealth.com
Prime Capital Investment Advisors
Wichita, Kansas
Clear Picture Cares Wichita
Our Blog
Events
Phone: (316) 669-9413
ClearPictureICT@pciawealth.com
