Who We Are
Premier Wealth Advisors, Inc. is a boutique private wealth management firm. It has never been our goal to be all things to all people, but rather, to be all things to a few people. We limit our practice to successful business owners and professionals for whom we can make a significant impact because it is only by carefully selecting our clients that we are able to provide the level of personalized service that we do. And, of course, business owners and professionals are working toward retirement, so we are experts at guiding seniors and retirees through the best phase of their lives: retirement. Our Discovery Process will help us determine if we're the right firm to assist you in making even smarter decisions about your money.
What is a Wealth Preservation Strategist?
wealth (def): a measure of value of all the assets
of worth owned by a person
preservation (def): to keep possession of; retain
strategist (def): a person who is skilled in making plans
for achieving a goal; a person with responsibility for the formulation and implementation of a strategy
Wealth Preservation Strategist (def):
A skilled person responsible for formulating and implementing
strategies to retain and grow a person's wealth
With Strategic Resources
Holistic Planning for Maximum Wealth Management Efficiency
Nobel Prize winning portfolio strategies rooted in empirically tested economic principles. Creative solutions for tax and risk efficiency. Private money management with a customized portfolio approach under fiduciary standards, prudent diversification and access to advanced planning fixed and variable products.
Personal & business goals-based planning, risk analysis, cash flow and projections. Advanced level retirement income distribution strategies and liquidity planning. Through our planning process, we create a plan to help meet your short-, medium-, and long-term goals. A clearly designed road map that helps track and reach important life and business goals.
Proactive business and personal tax planning to strategically minimize income tax exposure. Retirement tax minimization strategies. Aggressive & highly advanced tax reduction strategies, tax planning and projections, tax return review, pre- and post- business sale tax reduction strategies.
Business Transition Strategies
Focused approach in order to increase business valuation over time and advanced tax reduction strategies after sale. Ongoing counsel to steer the transition and control the process. A team of true fiduciary advisors to significantly improve company valuation as well as A-Z investment banking and final sale transition.
Advanced strategies for business employee benefits including retirement plan support under the fiduciary standard.We assist business owner by strategically implementing corporate sponsored retirement plans as well as other employee benefits while providing on-going support for employee's and owners.
College planning, including student services and college funding strategies to potentially increase financial aid. College funding is a real retirement planning issue. Funding college incorrectly can drain retirement assets, real estate equity, and personal savings. Our approach to college funding emphasizes the use of financial aid before personal assets.
Ready to Schedule Your
Complimentary Introductory Call?
Take the first step toward securing your brighter financial future by scheduling a free introductory call with one of our expert advisors today.