Who We Serve
"WE PRIMARILY SERVE A SELECT GROUP OF SUCCESSFUL BUSINESS OWNERS & PROFESSIONALS WHO, AMONG
OTHER THINGS, ASPIRE TO A WORK-OPTIONAL LIFESTYLE"
-Jack Gelnak, JD
President & CEO
We assist CPAs who own their own firms with their financial planning needs. The CPAs
that we work with often
have employees and have...
Top-Producing Real Estate Agents
We work with high-producing real estate agents to develop comprehensive wealth management plans. Our clients generally have $1 million+ of...
We can help trustees of a trust create an investment plan to manage the assets of the trust. The trustees that we work with typically manage trusts with...
Executive-Level Officers for Public or Private Companies
We work with executive-level officers for public or private companies on personal and business financial planning. Our clients usually manage...
Seniors & Retirees
Even business owners have to retire sometime. After all, one of owners' major objectives is creating equity in their company to sell for future...
Premier Wealth Advisors, Inc. is a boutique private wealth management firm that focuses on serving the following:
Our Ideal Client
You are our ideal client if you possess the following qualities:
You are a nice person.
You are engaged in our process.
You are enlightened about the realities of market volatility.
You are focused on what we're worth rather than what we cost.
You are respectful of our team.
You are responsible and resilient.
You have gratitude for today and ambition for tomorrow.
You are a hard-working business owner or professional.
You are positive, optimistic, and realistic.
You have a strong sense of purpose.
Invests Exclusively with us
always attends meetings