Experience

Premier Wealth Advisors

• United States
• Investment Management
• 1 - 100 Employee

• CEO & Senior Wealth Strategist

  • Jun 1992 - Present

  New York City Metropolitan Area



Premier Wealth Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• President & Senior Wealth Strategist

  • Jun 1992 - Jun 1992

  Greater New York City Area At Premier Wealth Advisors, "Wealth Management" is much more than just investment solutions. Managing wealth effectively is a continuous process, a journey that leads you towards your financial goals, evolving as your circumstances change. Our philosophy is grounded in the belief that all aspects of one’s financial life are interrelated. We strongly believe that your total wealth extends far beyond financial issues and is driven by unique life experiences, core values, intellect, and… Show more At Premier Wealth Advisors, "Wealth Management" is much more than just investment solutions. Managing wealth effectively is a continuous process, a journey that leads you towards your financial goals, evolving as your circumstances change. Our philosophy is grounded in the belief that all aspects of one’s financial life are interrelated. We strongly believe that your total wealth extends far beyond financial issues and is driven by unique life experiences, core values, intellect, and interpersonal relationships. We help clients pursue their goals with unbiased thoughtful advice and planning, astute investment construction and management, and access to world class expertise, insights and solutions. We serve a global clientele which includes successful professionals, corporate executives, entrepreneurs, non-profit organizations, corporations, and individuals and families with substantial and complex assets. We also have extensive experience working with individuals who have undergone significant life changes such as the sale of a business, a substantial inheritance, or a litigation settlement. Our independent and transparent perspective allows us to help each and every client clearly articulate and achieve their goals. Securities are offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member: FINRA / SIPC. Advisory Services offered through Premier Wealth Advisors, LLC (PWA) & First Allied Advisory Services, Inc. (FAAS). Both Registered Investment Advisers. PWA is not affiliated with First Allied Securities, Inc. and/or FAAS. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. Show less