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.
Independent Thinking
True to that vision, today, Premier Wealth Advisors remains an independent firm and is an SEC Registered Investment Advisor that proudly adheres to the “Fiduciary Standard”. This means it’s our legal obligation to always put the interests of our clients first, setting us apart from traditional financial firms whose priorities often revolve around the selling of their own proprietary products. Organizational independence fosters unconstrained thinking and drives the creation of strategies that solve our clients’ real-life needs.
Integrity
We believe that integrity must be at the core of any organization to which an individual entrusts his or her wealth. In serving our clients, we recognize that trust is not given, it is earned, and we work to earn our clients’ trust and confidence every day.
Our Fiduciary Commitment
During a time when confidence and trust have been deeply shaken in the financial industry, we feel it is more important than ever to serve our clients with objectivity, transparency and independent thought.
The People Who Power Premier
Meet the people of Premier, and schedule a meeting with a member of our team.
PREMIER WEALTH ADVISORS
NEW YORK
1411 Broadway, 16th Floor
New York, NY 10018
(800) 499-4143
LONG ISLAND
626 RXR Plaza, 6th Floor
Uniondale, NY 11856
(516) 778-5822
All content on the Premier Wealth Advisors, LLC. websites are provided for informational purposes only and are deemed to be from reliable sources. However, no warranty, expressed or implied, is made regarding its presentation.
This content should not be viewed as a recommendation, offer, or solicitation by PWA to buy, sell, or hold any security or financial product, nor does it endorse any specific investment strategy. Past performance does not guarantee future results, and all investments carry the potential for loss.
PWA manages portfolios based on each client’s specific investment needs, as specified in a signed investment advisory agreement. As a result, each client’s portfolio reflects unique circumstances and investment outcomes. PWA’s outlook and strategies may change based on updated client information, or if material or significant shifts in economic and financial market conditions occur.
While PWA aims to add value in areas beyond investments, such as tax and estate planning, we do not claim to be income tax professionals or estate planning attorneys. You should consult your tax advisor and/or estate planning attorney for legal or accounting needs.
Advisory Services are offered through Premier Wealth Advisors, LLC. an SEC Registered Investment Adviser.