At Premier Wealth Advisors, we use a consultative process to help our clients address each of their five key concerns: making smart decisions about their money, mitigating their taxes, taking care of their heirs, making sure their assets are not unjustly taken and magnifying their charitable gifts. We work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.

 

We know that when we meet you for the first time, you may feel anticipation and apprehension. During the Discovery Meeting, our primary goal is to get to know each other. At Premier Wealth Advisors, it has never been our goal to be all things to all people, but rather, to be all things to a few people. We limit our practice to successful business owners and professionals for whom we can make a significant impact because it is only by carefully selecting our clients that we are able to provide the level of personalized service that we do.

 

For this reason, before we take on any new clients, we are careful to gather enough information to ensure that they pass four key tests:

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1.   The Chemistry Test: Do we have the chemistry to work together in the long term?

2.   The Goal Test: Are your goals achievable?

3.   The Net Worth Test: We specialize in working with high net-worth clients.

4.   The Value Test: If we can't add value to what you're currently doing, there's no reason to make a change.

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In short, the Discovery Meeting is meant to gain a deep understanding of what matters most to you as well as the challenges you face in accomplishing your most important goals. This information will help us determine if we're the right firm to assist you in making even smarter decisions about your money. If we are, it will also help us to create a wealth management plan for you.