At Primoris Wealth Advisors, we bring a straightforward approach to investment management and planning for your future. We understand that everyone's financial situation is different and tailor our expertise to meet your specific needs and goals.
It Starts with You.
Our process begins with getting to know you. Tell us objectives and goals, and we'll work with you to develop an investment plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
So what are the steps?
1. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles that you may have. We'd also like to establish what your expectations are for us, and ensure a partnership is the right fit.
2. Discovery & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary investment plan. The more open and transparent this phase is, the more detailed our advice can be.
3. Detailed Planning & Execution
Now that we have a foundation, it's time to put the final details into your plan. We'll help you understand our investment strategy and answer any questions or concerns.
4. Ongoing Support & Advice
Life is constantly changing, and so will your emotions, priorities, needs, and much else. When a new path in life presents itself, we'll be here to adapt your plan and help you be prepared for your new future and the inevitable unexpected circumstances that are presented.
