PRIMORIS Wealth Advisors LLC is dedicated to providing sound, strategic, and tax-efficient investment management for individuals, families, and small businesses. Simply put, we strive to be your trusted advisor. As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve superior long term investment results all while placing your best interests at the center of everything we do.
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.
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.
Services
PRIMORIS Wealth Advisors LLC is dedicated to providing sound, strategic, and tax-efficient investment management for individuals, families, and small businesses. Simply put, we strive to be your trusted advisor. As a fiduciary, our primary focus is to provide unbiased advice that is designed to achieve superior long term investment results all while placing your best interests at the center of everything we do.
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.
John Catalfamo is the co-founder and Chief Investment Officer of PRIMORIS Wealth Advisors, LLC. John has over 20 years of experience as a licensed investment professional. John began his career as a registered representative having taken and passed his Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) securities licenses.
A strong planning process is the best way to create a secure financial future. It is crucial to have a financial plan that seeks to protect your needs now and in the future, in a tax efficient manner. We will help create a solid financial plan that should build wealth for you, your family, and your future generations.
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Marc Ragusa
Jun 23, 2017
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