Premier Wealth Advisors, Inc.

Premier Wealth Advisors, Inc. provides investment advisory services primarily through a Manager of Managers Program for individuals, institutional clients, trusts and other entities, focusing on portfolio construction, manager selection, and periodic account reviews. The firm discloses that advisory services are offered separately from its affiliated insurance and real estate brokerages and that referrals between those businesses may occur.

The firm develops a Personal Investment Policy Statement with each client, uses that policy to select third‑party registered investment advisers to implement asset allocation, and monitors those managers on an ongoing basis while leaving final trading authority with the client or the selected manager. Its investment analysis relies on third‑party ratings (including Value Line and Standard & Poor’s ranks), fundamental and technical methods across equities and fixed‑income, and the firm states it does not exercise discretionary authority over client accounts.

Noteworthy distinctions include formal affiliations with an insurance broker (Premier Capital Management) and a real estate broker (Premier Capital Mortgage & Realty), relationships the brochure identifies as potential conflicts of interest and notes the principal expects to devote about 25% of his time to those non‑advisory activities. The firm also documents its use of third‑party performance reporting—providing written quarterly performance reports from selected managers—and explicitly incorporates third‑party ratings and performance in its manager evaluation and client reporting.