12531 High Bluff Drive
Premier Wealth Advisors’ mission is to provide caring, collaborative, and comprehensive financial advice to successful individuals, families, and business owners.
We strive to be the most caring, collaborative, and client-focused wealth management firm in the San Diego area by building life-long relationships with you.
Act In Your Best Interest Any advice or recommendations provided are in your best interest. Period. Not because we’re legally obligated to (although we are). Not because it works well for everyone (even though it does). Simply because it’s right.
Follow A Fiduciary Duty Standard of CareWe follow a fiduciary standard duty of care. This is the highest legal duty of care for your welfare.
Deliver Attentive, Individualized ServiceEach of our clients deserves a high level of personal attention. We strive to get to know you and learn what is important in your life. Developing this personalized insight is key to providing appropriate advice and service.
Build Customized, Integrated Investment PlansEvery investment plan is integrated into your unique strategy, personal situation, and willingness, ability, and need to accept market risk. These plans are formalized within a written Investment Policy Statement to ensure consistent adherence.
Achieve Goals And Experience Long-Term Success Through Strategic AdviceAll advice provided should be goal-oriented, whether those goals are imminent or long-term. As advisors, we evaluate and make recommendations for achieving these goals and for incorporating them into the context of achieving an overall investment plan.
Offer A Team For YouWe use a carefully selected group of strategic alliances as warranted and offer these as resources to clients to help them make sound decisions.
Focus On Professional Advice, Not On ProductWe are client-centric and focus on delivering sound advice and targeted solutions. The only incentive we have in offering particular solutions is whether your best interest will be served.
Practice Full Disclosure And Seek Transparent CostsEvery potential conflict of interest, as well as any costs incurred, are fully disclosed and clearly explained. We give answers in plain English, with whatever level of details our clients seek.
Take Advantage Of Academic ResearchWe strive for our advice to be as straightforward and understandable as possible. Our advice is based on the latest, peer-reviewed academic evidence. In addition to seeking broad global diversification according to the tenets of Modern Portfolio Theory, we also assist you with appropriate asset location between taxable and tax-advantaged accounts.
Practice What We PreachWe invest our personal assets according to the same set of investment principles we recommend to you and use the same or comparable securities.