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.

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