Prime Capital Investment Advisors unveils new brand – Prime Capital Financial! Click here to read the full announcement.
As the office administrator for the PCIA Denver office, Lori Pescatore plays an integral role in the service we provide to our valued clients. On a day-to-day basis, she assists our advisory team by performing administrative duties and communicating with our clients, ensuring that both are prepared for meetings and know how to work together to solve a unique problem. With more than 25 years of experience in the client services industry, she’s also a shrewd problem solver herself, and her ability to communicate sets her aside and makes her an invaluable member of our team.
Originally from West Texas, Lori considers Colorado her forever home, and she never plans to live anywhere without her family. In fact, her two sons, her daughter-in-law and her adorable grandson take up most of her free time, and she wouldn’t have it any other way. She also enjoys reading, being outdoors and spending time with her friends. Her care for each person who walks through our door is evident in each interaction she has, and her ability to work with people, understand them and sympathize with their needs is her greatest gift. We’re thrilled to be able to work with Lori on a daily basis, and we’re even more proud to have her as the first point of contact for every one of our partners.
Your PCIA Denver Team
The financial advisors at PCIA Denver each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
Let’s take the next steps together
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What we can do for you
By having a financial plan in place that matches your goals, your family make-up, your stage of life, your retirement desires, and your appetite for (or aversion to) market risk, you can feel more confident, have more peace of mind, and increase your savings. These are just some of the services we offer as part of your customized financial plan. We also offer services to businesses, such as 401(k) plan management.
7800 E Union Ave., Suite 940, Denver, CO 80237 • Toll Free: 1 (800)-493-6226
Local: (303) 771-2700 • Fax: (303) 771-2701
Our Services
- Wealth Management
- Financial Consulting
- Financial Planning
- Retirement Planning
- Tax Loss Harvesting
- Helping to Reduce Taxable Income
- Managing Investments
- Estate Planning & Trusts
- Helping to Reduce Capital Gains Tax
- Access to Private Investments
- Business Services
- 401(k) Plan Management
When is the last time you updated your plan?
Whether you need help putting together your first financial plan, want a second opinion on your current plan, want to explore alternative investments in your portfolio, are getting ready to retire in the next few years, or just have more questions for us, please send us a message!
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Certain services may be provided by PCIA affiliates.
PCIA and its advisors provide general information, not individually targeted personalized advice, and is not liable for the usage of the information provided. Exposure to ideas and financial vehicles should not be considered investment advice or a recommendation to buy or sell any of these financial vehicles. This information should also not be considered tax or legal advice. Individuals should consult with a professional specializing in the fields of tax, legal, and accounting regarding the applicability of this information for their situation. Past performance is not a guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.
