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.
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.
PRIMORIS Wealth Advisors, LLC is an independent, privately owned investment management firm. As a registered investment advisor, our primary service is to provide high quality, objective portfolio management services in accordance with each client’s goals, objectives, and risk tolerance levels.
We provide discretionary investment management services on a fee-only basis, without the conflict of interest inherent to a commission-based account. The private, independent structure of our firm provides clients with the assurance that our recommendations and actions are always focused on their best interests.
PRIMORIS was created by John Catalfamo and Raymond Eaton in 2000. Both partners have extensive backgrounds in their respective fields: Mr. Catalfamo as an investment banker and division manager of a national brokerage firm, and Mr. Eaton as a well established tax and financial consulting practitioner.
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.