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Our Wealth Management Formula

At Premier Wealth Advisors, we follow a simple, yet
highly effective, formula when it comes to wealth management.
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Investment Consulting

Our investment consulting services are chiefly concerned with wealth preservation. Nobody is immune to financial setbacks, but wealth preservation is not only about not losing money—it's about having enough money to fund your unique lifestyle. 

Investment consulting is the management of all investment elements to maximize your probability of achieving all that is important to you. It may consist of:

  • Portfolio performance analysis

  • Risk evaluation

  • Asset allocation

  • Assessment of impact of costs

  • Assessment of impact of taxes

  • Investment policy statement

The ultimate goal of wealth preservation is to produce the best possible investment returns consistent with your time frame and tolerance for risk. However, investment management is only the foundation of the value that we provide. As Elite Wealth Managers, we also offer complete advanced planning services to provide holistic financial planning.

Below are videos that describe some important concepts in investing:

Advanced Planning

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Advanced planning addresses four critical aspects of financial planning that go beyond wealth preservation:

  1. Wealth Enhancement: Wealth enhancement is about tax mitigation, or minimizing the impact of taxes on your investment returns while ensuring the cash flow you need. Taxes can—and do—eat up a great deal of wealth. As elite wealth managers, we will help you enhance your wealth by minimizing this impact.

  2. Wealth Transfer: Effective wealth transfer is all about taking care of heirs: finding and facilitating the most tax-efficient way to pass your assets to loved ones in ways that meet your wishes with minimal difficulty and cost.

  3. Wealth Protection: Wealth protection includes protecting your wealth against catastrophic loss, potential creditors, litigants, children's spouses and potential ex-spouses, and identity thieves—in short, ensuring that your assets are not unjustly taken. We address controlling risks through business processes, employment agreements and buy-sell agreements, as well as restructuring various assets and considering legal forms of ownership—such as trusts and limited liability entities—that will help put your wealth beyond the reach of creditors and other parties who may seek to take it.

  4. Charitable Giving: Many of our clients are looking outward beyond their own families to the world at large, so we help them make meaningful gifts to charity in the most impactful way possible. Charitable giving comes with its own unique set of challenges—from selecting the appropriate means of giving to selecting causes and specific organizations that will have the biggest impact. As your elite wealth manager, we can help you navigate the charitable planning process.

Relationship Management

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Relationship management is the final crucial component of our wealth management formula and consists of two parts:

  1. Client Relationship Management: At Premier Wealth Advisors, wealth management is a collaborative, consultative process. Our relationships with our clients are long term partnerships that only grow stronger over time through consistent communication and Regular Progress Meetings.

  2. Professional Network Relationship Management: At Premier Wealth Advisors, we maintain a strong network of experienced professionals that we draw upon to provide expert recommendations when addressing advanced planning concerns. We may also manage relationships with your other advisors to coordinate aspects of your financial plan and ensure its success.

Ready to Schedule Your
Complimentary Discovery Meeting?

Take the first step toward securing your brighter financial future by scheduling a free Discovery Meeting with one of our expert advisors today.

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