PRIMORIS Wealth Advisors LLC
About
We are not your typical wealth management firm. PWA is a small boutique investment management firm specializing in managing equity portfolios for high net worth individuals, families, and small business owners.
My passion is to provide customized financial solutions to my clients that are specifically tailored to meet their family’s goals and aspirations. If you are looking for a financial advisor that truly has your best interest at heart, come talk to me.
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Frequently asked questions
What is your typical process for working with a new customer?
Every individual has different needs, wants, and risk tolerance. Everytthing starts with a simple conversation to find out these things and then determine if our firm is a great fit and can deliver what you are looking to accomplish.
What education and/or training do you have that relates to your work?
Graduated from University of Florida in 1997 with a degree in Business. For my entire career since then I have been involved in the world of finance through investments, banking, and lending.
Do you have a standard pricing system for your services? If so, please share the details here.
We are an asset based fee management firm
How did you get started in this business?
I've always had a passion for helping people and in this business thats all I do!
What types of customers have you worked with?
I've worked with clients from all walks of life, specializing in high net worth individuals, families, and small business owners.
What advice would you give a customer looking to hire a pro in your area of expertise?
Do your homework on the individual and the firm you are considering hiring. In the first meeting you should be doing the talking with the advisor listening and asking questions of you. If the advisor is doing most of the talking, look elsewhere. Also look for a firm that is a fiduciary, such as an RIA, as we are.
What questions should customers think through before talking to pros about their needs?
What are your financial goals? Big one for most people is retirement, or kids college, but it could be anything.
Are you looking for a complete financial 'plan' or someone to provide advice and manage your investments for you?