Premier Wealth Advisors, Inc.

Premier Wealth Advisors provides investment advisory and portfolio management services to individuals, trusts, pension and institutional clients through a manager‑of‑managers program, arranging for selected registered investment advisers to manage client assets and delivering ongoing reviews and reporting. The firm offers portfolio construction and monitoring services and works with clients to establish a Personal Investment Policy Statement that guides manager selection.

The firm’s process emphasizes matching client goals, account size and risk tolerance to outside managers: it selects third‑party registered investment advisers to implement portfolios, monitors their performance, and receives quarterly performance reports from those managers. Premier Wealth Advisors does not exercise discretionary trading authority over client accounts and requires client consent before moving assets between managers.

Distinctive aspects disclosed in the brochure include affiliations with an insurance broker and a real estate brokerage through which firm personnel are licensed to sell insurance and real estate, with the firm noting these outside activities can create conflicts of interest and that a principal expects to spend roughly 25% of their time on them. The firm also documents use of third‑party ratings (Value Line® and Standard & Poor’s®) in its security selection work and emphasizes manager performance reporting—features that, combined with its primarily non‑discretionary, manager‑of‑managers structure, are less common among peers.