PRIMORIS Wealth Advisors LLC is dedicated to providing sound, strategic, and tax-efficient investment management 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 superior long term investment results all while placing your best interests at the center of everything we do.
Our team develops customized financial strategies that align with clients’ values, tolerances and long-term objectives. We work to develop goals-based investment plans to achieve those objectives in a cost and tax efficient manner. Our services are designed to support prosperity and security. We integrate asset protection, wealth transfer and charitable objectives into each personalized strategy.
We create investment portfolios designed to meet your specific and unique circumstances. We seek to ensure your portfolio is integrated with all aspects of your financial life including: return objectives, spending needs, risk tolerance, estate planning, and tax management needs. Our goal is better bottom-line results, because what you keep is what matters most.
Working with Fidelity Clearing & Custody SolutionsSM gives PRIMORIS Wealth Advisors, LLC access to a wide range of products and services that can help us serve the needs of our clients. Through our relationship with Fidelity Clearing & Custody SolutionsSM, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity Brokerage account.
Fidelity Investments is an independent company, unaffiliated with PRIMORIS Wealth Advisors LLC. Fidelity Investments is a service provider to PRIMORIS Wealth Advisors, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by PRIMORIS Wealth Advisors LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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