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Why Choose PWA?

The Coaching Paradigm: 

Choose Premier Wealth AdvisorsLet’s face it… Your money, your time, your energy and your lifestyle are not only uniquely yours; they are uniquely invaluable… to YOU!

What we do entirely different from other financial firms is provide you, the senior 60 and better with the necessary education that not only informs, but because it’s ongoing, keeps you informed and on top of things.

Truth is there never was a bona fide way to predict, pick or use previous track records to enable successful investment performance. That was a myth manufactured on Wall Street to coerce you into handing over your hard-earned money or life-savings to silver-tongued salesmen in sharkskin suits.

At PWA, we use an apposite approach. We educate, inform and enable the processes for more prudent investing, affording you the opportunities to not only get to know your coach, but even more importantly to value, respect and trust him or her.    

Notwithstanding, client/coach relationships are built precisely on those 3 simple, yet seemingly difficult to come by foundations for good relationship etiquette. Value, respect and trust. How does a financial firm attain these 3 elusive foundational components of decorum? Through our educational workshops, that’s how. Client contact and successful financial coaching hinges on contact that's appropriate for each senior client. Just as each senior client's personality has unique concerns, so does each prefer a particular frequency and type of contact. This truth is something we at PWA both value and respect.

Choose PWA CoachingAs with anything that delivers value, the key to our success is indeed in providing a high quality client experience that results in satisfied, loyal clients.

We recognize that to realize the success we envision, we must better understand our clients’ needs and improve upon our own ability to address them. As a result of the coaching process via our financial education workshops, as well as through frequent client contact, we are able to meet the needs of our clients.

These are the 3 principles we follow for doing just that: 

  1. Financial coaching enables senior clients to streamline your complex financial affairs. With wealth comes complexity: more financial products and services to choose from, more types of expertise to retain and more information to manage. The close personal relationship we have with our clients allows you to simplify your financial life by working with a single financial coach who can meet multiple needs.

  2. Financial coaching provides the expertise our senior clients require. You have a great deal at stake and thus want to work with the best when it comes to managing your financial lives. You expect your advisor/coach to have the expertise needed to achieve your goals, and you want that advisor/coach to provide you with access to products and services designed specifically for you.

  3. Financial coaching sets the stage for a more personally rewarding client-coach relationship. Here we close the loop between wealth management and client loyalty. Our senior client wants their coach to focus on their financial needs, but they also want rapport - the simple human bond that ensures that their advisors understand their evolving needs. Financial coaching provides a clear framework for these relationships to flourish.

Client Relations: The cornerstone of our relationships.

At PWA you will be indulged with Gourmet Hospitality every moment of our relationship...

From the moment you meet our team, our focus and attention on YOU will envelop you with warmth and serenity.

Imagine entering a luxurious tropical resort where you’re greeted with champagne and a moist towel to refresh, and then escorted to a personal check-in.

Imagine craving a midnight snack and being able to simply call for it, thanks to our 24-hour room service. 

Imagine lounging on a beach bed and having amenities readily available, and a concierge that will assist you with any question, need or request.

This is the experience of Premier Wealth Advisors. It is a philosophy that centers on our clients and enhances our overall relationship and experience. At PWA, you are always our VIP guest.

     
 
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