Matson Money & Premier Wealth Advisors

To better serve our valued clients, Premier Wealth Advisors has entered into a Co-Advisor agreement with an unaffiliated money manager, Matson Money. On a case-by-case basis, we may recommend on a nondiscretionary basis that you open an account in an advisory program offered by Matson Money. We are not employed by or licensed with Matson Money. Matson Money takes responsibility for investment management, portfolio design, best execution, portfolio reporting, trading, trade error resolution, and custodian reconciliations.
Initially, we take responsibility for working with you to complete a questionnaire to establish your risk profile, investment horizon, financial circumstances and investment objectives and to determine whether you wish to impose any reasonable restriction on the investment of your assets. It is our responsibility to determine whether Matson Money is suitable for your account based on our understanding of your investment goals and objectives.
 
If your account is accepted by Matson Money, the information we obtain from you is used to allocate your account to the Matson Money family of no-load mutual funds based on Matson Money’s proprietary asset allocation models. We also provide you with ongoing monitoring services by, among other things, reviewing new account data and your monthly account statements.
 
As part of our ongoing nondiscretionary advisory relationship with you, we will contact you regularly to determine whether anything has changed in your financial circumstances or investment objectives that might affect the manner in which Matson Money is managing your account. If you choose to go forward with these services, you will enter into a written Investment Management Agreement with Matson Money and Premier Wealth Advisors, Inc.

Boston, MA:

636 Great Road,

Stow, MA 01775

 

Las Vegas, NV:

1180 N. Town Center Dr., Suite 100 
Las Vegas, NV 89144

 

Corporate Office - 

Los Angeles, CA:
6200 Canoga Ave., Suite 202

Woodland Hills, CA 91367

 

info@premierwealthcoach.com

Tel. 818-888-4646

Fax. 818-888-4647

Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

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This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Premier Wealth Advisors, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.