Our wealth exam won’t hurt a bit.

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.

What to expect

We will review the Confidential Financial Planning Questionnaire you have completed, perform a preliminary assessment of your financial picture, and provide you with your own personal wealth management portal. Once that’s in place, we will explain our services, process, fee structures, and discuss any questions you may have—you can then decide if our services can be of value to you.

To get started with your complimentary Wealth Exam, use the “wealth exam” button above—you will be sent to a secure form. We look forward to following up with you.




1411 Broadway, 16th Floor

New York, NY 10018

(800) 499-4143


626 RXR Plaza, 6th Floor

Uniondale, NY 11856

(516) 778-5822

Check the background of this firm on FINRA’s BrokerCheck.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Advisory Services offered through Premier Wealth Advisors, LLC. (PWA) & Cetera Investment Advisers LLC., both are Registered Investment Advisers. Registered Representatives offer securities through Cetera Advisors, LLC., a Registered Broker/Dealer. Member: FINRA / SIPC. Cetera firms are under separate ownership from any other named entity.

Important Disclosures

Business Continuity