About Us - PRIME Financial Services

Empowering Physicians to Build Generational Wealth Since 1956

Our Mission

At Prime Financial Services, our mission is to offer medical professionals the financial freedom and peace of mind they deserve. With over 65 years of experience, we understand the unique challenges of balancing finances in the medical profession.

Through holistic financial planning solutions, education, and personalized strategies, we empower our clients to optimize their financial health, protect their assets, and build a secure future, so they can focus on what truly matters most—their patients and their well-being.

Our Vision

Our vision is to be the leading educator in wealth and finance planning for individuals in the medical field. We aim to be recognized as the go-to resource for medical professionals seeking comprehensive financial knowledge and guidance.

By providing comprehensive education and services tailored specifically to the unique needs of those in the medical background, we strive to empower individuals with the tools and understanding they need to make informed financial decisions, ultimately achieving financial independence and success.

Our Story

In 1956, Prime was founded by Milton Wein, a Navy veteran turned entrepreneur, in New York City. Originally starting as an insurance advisory firm, Prime quickly grew its client base and expanded its services to include financial guidance for medical professionals. Milton's son Howard joined the company in 1975, further diversifying its offerings and introducing tax planning services. Lawrence Bernstein, Milton's son-in-law, joined Prime in the late 1980s, bringing his rich experience in research and technology, which allowed the company to expand into retirement planning.

Over the years, Prime focused on providing specialized financial services to medical professionals while continually expanding its offerings and embracing technological advancements. In 2002, the third generation, Jason Wein, joined the team, bringing a passion for financial literacy and a commitment to client education. As the company evolved, it relocated its offices to Connecticut to better serve its growing national client base.

Prime operates on a foundation of values such as; honesty, transparency, accountability, and responsibility. Its mission is to offer exceptional service to medical professionals, supporting them throughout their careers and empowering them to overcome life's challenges. By cultivating trust and respect in relationships, Prime remains dedicated to providing peace of mind and superior customer service, ensuring client satisfaction.

As the company looks to the future, it remains committed to creating a performance- and purpose-driven workplace where team members and customers can thrive. The culture guide serves as a roadmap, emphasizing the importance of establishing lasting relationships, fostering a supportive environment, and embracing continuous growth. With integrity, accessibility, empathy, and creativity at its core, Prime strives to exceed expectations and provide unmatched service to its valued clients.

Meet the Team

Howard Wein

Principal

Jason Wein

CEO, Managing Partner

Larry Bernstein

Principal

Alex Kreis

Managing Director

Maureen Decker

Managing Director

Darby Burke

Business Operations Manager

Note : Alex Kreis and Corey House are registered representatives and cannot offer investment advisory services.

Meet the Team

Bio : -

Bought up in Long Island, Howard graduated from Grahm College as an Accounting and Finance Major. He now lives in Connecticut with his wife, children, and Bella - a chihuahua.

Being an admirer of his father, Howard feels great satisfaction and motivation in helping people with their finances. Eventually, he joined PRIME and became its founding member in 1976.

With over 47 years of experience working in the finance industry, Howard does charity work for organizations Connecticut Humane Society, Red Cross, Food Shelters, Wilton Ambulance Group, as well and other religious organizations. He believes and preaches that one should treat everyone right and fairly.

Howard Wein

Partner

Bio : -

Growing up in Levittown, Long Island - Larry graduated from the University of Albany in 1979 in Economics and English.

He currently lives in Wilton, CT with his wife, 3 daughters and their dog - Walter. Larry started his career in the business with PRIME back in 1980. He likes helping people and making sure they’re alright financially. He treats his clients like his friends, being with them in their good and bad times.

In Larry’s free time, you can find him photographing, fishing, boating, or watching movies. He believes that one should do what makes them happy in life.

Larry Bernstein

Partner

Bio : -

Born in Wilton CT, and a father of 4 children, Jason, a graduate of the Pennsylvania State University, has always been a passionate fan of sports, cheering on Penn State sports and the New York Mets.

On most weekends you can find him coaching baseball, or cheering on his kids at their various sporting events.

Jason is the third-generation of PRIME wealth advisors. He started working in the field after his grandfather founded the company, and has always loved the idea of helping people create their future financial life. His expertise includes tax mitigation, financial/goal planning, as well as a full range of financial concierge services for physicians.

In Jason’s words -
“Our clients are like family, and we value the personal nature of our business relationship with them. Each plan that we build together is personalized and monitored to match their overall dreams and designs.”

Jason Wein

Managing Director

Bio : -

Born and raised in Grand Forks, ND - Alex Kreis graduated from Jamestown College with a Bachelor's Degree in Business Administration with Financial Planning & Marketing.

With a professional and successful baseball background, Alex decided to use his passion and competitiveness to help clients achieve financial success. His motto for his clients is simple: “If you fail to plan, you plan to fail.”

Along with being a sports and big country music fan, you’ll often find Alex outdoors in his spare time - playing golf or spending time with his yellow lab Ace.

Alex Kreis

Business Operations Manager

Bio : -

Growing up in Enfield, CT - Maureen earned her MBA from the University of Connecticut.

She is dedicated to helping people manage their finances so that they can eliminate stress and anxiety, develop peace of mind and financial freedom in their lives.

Maureen loves to travel, go to the beach, read and watch football, rugby and hockey. She enjoys gardening and hiking with her two sons and their dog.

In her words -
“Being in the dark on your finances will fuel stress and anxiety. My best advice is to find an advisor that you trust and feel comfortable with, one that will explain things in a way that you understand and answer any questions you may have.”

Maureen Decker

Partner

Bio : -

Growing up in Stamford, Darby completed her BS in Education from the University of Connecticut.

With over 20 years of working with financial advisors as a Business Operations Manager, she also works part-time at the Palace Theatre in Stamford, alongside supporting the Bridgeport Rescue Mission for the homeless and addicted.

As a financial advisor for PRIME Financial Services, Darby finds the role quite rewarding as she’s constantly learning new things. And because of her habit of being detail-oriented, Darby feels that the role fits her perfectly.