Primequest Wealth Management is a financial advisory firm based in Altamonte Springs, FL, with over 20 years of experience in helping clients understand and manage their money. Led by J Michael Bass, a Certified Financial Planner practitioner and Certified Investment Management Analyst, the firm specializes in working with small business owners and professionals, offering personalized strategies to make the best use of their existing resources.
With a focus on providing better strategies rather than chasing higher returns, Primequest Wealth Management believes in helping clients achieve their financial goals by maximizing the potential of their current assets. Supported by Jennifer Zaleski, the Client Services Manager, who brings over 12 years of banking experience, the firm is dedicated to helping individuals and businesses achieve the financial future they aspire to.
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