Primoris was built on a simple idea: put the client first.
More than two decades ago, John Catalfamo and Raymond Eaton founded Primoris Wealth Advisors with a vision for a different kind of wealth management firm. Independent. Personal. Thoughtful. And built around the individual needs of each client.
Their backgrounds in investment management and tax consulting shaped an approach that looks beyond investments alone. From the beginning, the goal was to understand the complete financial picture, provide clear and objective guidance, and build lasting relationships with the people and families we serve.
Today, Primoris has grown into a team of experienced professionals with perspectives shaped by decades of investing, planning, and navigating changing markets. While the firm has evolved, the principle behind it has not.
Put our clients first. Understand what matters to them. And help them make better financial decisions.
