PRIMORIS Wealth Advisors LLC (“PRIMORIS Wealth Advisors” and “PWA”) is an SEC registered investment adviser located in North Palm Beach, FL and Kihei, Maui, HI.
This website is a publication of PRIMORIS Wealth Advisors LLC
Important Consumer Disclosure
PRIMORIS Wealth Advisors is an SEC registered investment adviser. PRIMORIS Wealth Advisors and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which PRIMORIS Wealth Advisors maintains clients. PRIMORIS Wealth Advisors may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. PRIMORIS Wealth Advisors web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.
Accordingly, the publication of PRIMORIS Wealth Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as PRIMORIS Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from PRIMORIS Wealth Advisors. Any subsequent, direct communication by PRIMORIS Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of PRIMORIS Wealth Advisors, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of PRIMORIS Wealth Advisors’ current disclosure brochure discussing PRIMORIS Wealth Advisors business operations, services, and fees is available from PRIMORIS Wealth Advisors upon written request. PRIMORIS Wealth Advisors does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PRIMORIS Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Social Media and Web Disclosure
PWA’s use of various social media accounts, pages and blog posts on PWA’s website or third-party websites are limited to the dissemination of general information pertaining to advisory services offered by PWA and general investment-related information, publications, and third-party links.
No one should construe the information contained on, or posted from, PWA’s social media accounts, website, blogs, or articles written by PWA’s advisors for third-party websites as the rendering of personalized investment, legal, accounting, or tax advice. Information contained in an article or on this website or shared from social media is for informational and educational purposes only, and should not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision. These communications do not contain sufficient information to support an investment decision. Referenced indexes are unmanaged and an individual cannot invest directly in an index. Index returns do not include fees or expenses. Past performance is not an indicator of current and future results.
Information presented or shared on social media, this website, or third-party websites is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Due to various factors, including changing market conditions, PWA does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information contained on, or posted from, PWA’s social media accounts, website, blog posts, quotes in the media or articles appearing on third-party websites.
Hyperlinks on this website or appearing on articles for third-party websites are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.