Referring Your Family & Friends 

We offer all of our clients a complimentary Second-Opinion Service for the people they really care about—their friends, family members, and colleagues—who may be in a complex situation or who just want to make sure they are making smart decisions in today's economy. We help the people taking part in this service to make informed decisions by providing them with a second opinion on their finances.

How It Works

When you introduce us to someone, we will take them through the same experience you've had with us. We will take them through the discovery process to get very clear on where they are now, where they want to go, and what the gaps are. Then we will evaluate whether their current financial advisors are taking good care of them and meeting all of their needs effectively. If they are, we will recommend that they stay with their current advisors. If not, we will evaluate whether we would be the right advisors.
We limit our practice to people for whom we can make a major impact. If we are not the right advisors for them, we will kindly let them know upfront.

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.