01. About Us

PRIMORIS Wealth Advisors LLC is dedicated to providing sound investment management and strategic wealth planning for individuals, families, and small businesses.  Simply put, we strive to be your trusted advisor.  As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve long term investment results all while placing your best interests at the center of everything we do.

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02. Our Philosophy

As a boutique multi-family office, we strive to understand your entire financial picture and develop a plan to achieve the desired results.  Together, we implement recommendations and monitor your progress toward your goals.  Because there are numerous factors that may change in your life situation, regular meetings with you to assess our progress are very important and, when needed, we will make adjustments to the financial plan.

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03. Our Process

We consider important milestones such as major purchases, marriage, children, education, retirement, and your aspirations.  Reviews of your plan are very important and regularly conducted to ensure we make adjustments due to the changes in your life, so the plan can stand the test of time.

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Helping You Find Clarity in an Uncertain World

How We Help


Wealth and Tax Planning


Discretionary Investment and Portfolio Management


College Planning


Individual Retirement Accounts (IRA)


Simplified Employee Pension Plans (SEP IRA)


Group Retirement and Savings Plans: 401(K), 403(b), SIMPLE IRA


Long-Term Care and Disability Insurance


Health Insurance and Group Health Benefits

We Manage Assets For Individuals, Families, and Small Businesses, Providing Investment Management, And Financial Planning Services.

Latest Blog Post

Gavin McNally |
We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck
Gavin McNally |
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat

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