We begin with possibilities, and as we progress our life's milestones emerge. Think of them as destinations along your journey. These can range from starting a family to starting or selling a business. Others might be achieving professional status, enjoying retirement, or leaving a legacy. And like any exciting journey, there are surprises along the way-some good, some more challenging-from a death in the family, to the birth of a child.
Whichever form these surprises take we continue our journey, focusing on the everyday demands of our personal and professional lives-which can be no small feat. In parallel, our long-term financial goals require planning and stewardship. They can also demand significant focus, given continuous changes in marketplace factors and tax laws.
Whichever form these surprises take we continue our journey, focusing on the everyday demands of our personal and professional lives-which can be no small feat. In parallel, our long-term financial goals require planning and stewardship. They can also demand significant focus, given continuous changes in marketplace factors and tax laws.
Services
Premier Wealth Advisors was born of a vision, in 1992, John L. Diaz, CFP envisioned a firm that provided unbiased, independent advice. A firm that integrated financial planning, investment management and tax preparation under one roof. A firm that would treat clients with respect and always, put its clients' interests first.
Our wealth management approach moves in step with your unique objectives. Whether you're in the accumulation, preservation, or distribution phase of your investment cycle, our comprehensive strategies address each phase in step with your current circumstances and requirements. Whether you are an individual or an organization, you are unique and your investment portfolio should be, too.
John is President & Senior Wealth Strategist of Premier Wealth Advisors. John is also the Chairman of the PWA Investment Policy Committee and leads the team of advisors in delivering asset management and comprehensive wealth management solutions to their clients. John founded the firm in 1992 and has been in the financial services industry for over 30 years.
Every individual has their own definition of Success, and that definition is always much more important than beating a benchmark over the past quarter, year, or five years. It's about achieving goals you have for yourself and your family. Premier Wealth Advisors can act as your personal Chief Financial Officer (CFO).
Events such as a new job, a marriage, a death in the family, or the birth of a child, can affect your resources and priorities. Our Wealth management process begins with holistic, detailed review and analysis of all facets of your financial situation including cash flow requirements, retirement planning, investment management, risk management, tax strategies, and estate planning.
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