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Premier Wealth Advisors is a financial services firm dedicated to successfully advising private, institutional and individual clients. Based in Indianapolis, Indiana, we work exclusively with high net worth clients nationwide. Our clients have a median investable net worth of $5 million. We provide sophisticated concierge level financial planning services for clients. Since our inception, we have been committed to a relationship based approach and providing a level of service and professionalism our clients expect and deserve.
Private Wealth Management
We further provide custom-tailored investment management
and integrated wealth management solutions to successful individuals and
families. Our investment philosophy adheres to one underlying principle
- investment policy decisions are made with each client's interests and
objectives foremost in mind.
We
work with our clients to establish an intimate and professional relationship
which begins with a thorough assessment of the individual's, family's,
or institution's, financial needs, including an in-depth analysis of the
issues which surround the client's wealth. This analysis includes (i)
a detailed review of the client's goals and objectives, (ii) a statistical
breakdown of the client's portfolio, and (iii) an assessment of the client's
tolerance for risk.
Our family office approach allows us to serve as the trusted
advisor for our clients by coordinating all of their wealth management
needs. We collaborate with our client's tax and legal advisors to ensure
optimal solutions and assure decisions are aligned with the overall financial
plan.
Portfolio Construction
We work with our clients to develop, implement, and
monitor an asset allocation strategy that will assist our clients in achieving
their wealth management objectives. We believe that portfolios which are
diversified among different asset classes and investment styles, re-balanced
regularly, and structured in a manner to take advantage of market expectations
can achieve desired returns while minimizing risk.
The goal of asset allocation is to create a diversified portfolio with the highest possible return for a specified level of risk. The end-result is an allocation that more fully participates in all applicable asset classes and assumes more intelligent risk and return characteristics for the various asset classes.
Private Advisory Services
Our Private Advisory Services provide clients with
access to professional advice on issues such as advanced estate and gift
planning, asset protection, philanthropic and charitable planning, and
wealth preservation and transfer. We also provide advisory services in
the areas of business continuity, succession planning, and executive compensation.
Note: Diversification and Asset Allocation strategies do not assure
profit or protect against loss in a generally declining market.
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| Investment Management | |
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Private Wealth Management |
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Private Advisory Services |
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Equity and Fixed Income |
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Alternative Investments |
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Separate Accounts |
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Investment Policy Statements |
| Tax Planning | |
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Managing Capital Gains and Losses |
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Low Basis Equity Diversification |
| Trusts, Estate & Philanthropic Family Planning |
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Federal Estate & Gift Tax Strategies |
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Trusts and Wills |
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Charitable Planning |
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Private Foundations |
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Supporting Organizations |
| Family Office Services | |
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Advanced Estate Planning |
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Wealth Preservation and Transfer Strategies |
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Financial Planning |
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Asset Allocation |
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Retirement Planning |
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Education Funding |
| Risk Management and Insurance |
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Life Insurance |
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Asset Protection |
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Limited Liability Companies |
| Business Consulting & Succession
Planning |
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Employee Stock Ownership Plan (ESOP's) |
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Buy-Sell Agreements |
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Capital Management |
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Business Transaction Consulting |
| Executive Compensation | |
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Non-qualified Deferred Compensation |
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Rabbi Trusts |
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Stock Option Strategies |
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PREMIER WEALTH ADVISORS
8650 Williamshire West Drive Indianapolis, IN 46260
office: 317.663.3939 toll-free 888.862.5516
fax: 317.333.6515 email: rhall@pwa-law.com
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Advisory Services Offered Through Cambridge Investment Research Advisors, Robin A. Hall, J.D., CFP®, Registered Representative. Securities offered through Cambridge Investment Research, Inc., Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Premier Wealth Advisors are not affiliated. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
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