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.
As fiduciaries, we are dedicated to professionally advising and educating each and every client. We do this with the highest levels of trust, integrity and respect while always collaborating with you, using a team approach.
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a investment plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
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.
Our investment management services provide investors with an advisory resource guided by the principles of professionalism, objectivity, integrity and personal service.
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.