Premier Wealth Advisors, Inc.

Premier Wealth Advisors, Inc. A private boutique wealth management firm serving highly successful business owners and professional To learn more, contact us today at (818) 888-4646

Premier Wealth Advisors is a wealth management advisory firm that specializes in asset protection, aggressive tax reduction strategies, and providing Dementia, Alzheimer’s & Long-Term Care financial planning. We help our clients plan for the present, their future care, and providing for their heirs. As Wealth Preservation Strategists, we protect our clients’ wealth from erosion with long-term care

expenses, unnecessary risk in our clients’ stock-market portfolios, as well as protecting their wealth from government intrusion and potential family discord. We also specialize in assisting seniors aged ‘60-and-better’ to navigate through the complexities of their financial situation.

🧠 Mind Over Money is next week!Emotions and behavioral biases can have a powerful influence on financial decisions. Join...
09/02/2026

🧠 Mind Over Money is next week!

Emotions and behavioral biases can have a powerful influence on financial decisions. Join us for this complimentary educational Investor Coaching Series webinar to discover practical insights that can help you remain disciplined, avoid impulsive reactions, and make confident decisions aligned with your long-term financial goals.

📅 Tuesday, September 8, 2026
⏰ 5:30 PM PT
💻 Virtual event via Zoom

Join the workshop using the Zoom link below:
🔗 Zoom Link: https://us02web.zoom.us/j/87595988971
📌 Meeting ID: 875 9598 8971

Education is a core value at Premier Wealth Advisors, and we hope you will take advantage of this valuable opportunity.

Build greater clarity and confidence around your financial future with Premier Wealth Advisors!We’re offering the two fi...
08/25/2026

Build greater clarity and confidence around your financial future with Premier Wealth Advisors!

We’re offering the two first complimentary Investor Coaching Series workshops in September. Each session is designed to cut through the noise, strengthen your financial perspective, and help you remain grounded in a disciplined, long-term approach.

📊 Dimensions of Rebalancing
Tuesday, September 1, 2026
2:30 PM Pacific Time
Register here: https://go.levitate.ai/?s=e06aGUDv5x&source=event

🧠 Mind Over Money
Tuesday, September 8, 2026
5:30 PM Pacific Time
Register here: https://go.levitate.ai/?s=e06aija6Xs&source=event

You are welcome to attend either session—or join us for both! Reserve your spot today and continue building the knowledge needed to make informed, confident financial decisions.

Before 2026 comes to a close, it is a good idea to take time to review the financial decisions and deadlines that could ...
08/24/2026

Before 2026 comes to a close, it is a good idea to take time to review the financial decisions and deadlines that could affect your taxes, retirement strategy, and long-term goals. A thoughtful year-end review may help you identify unfinished tasks, make timely adjustments, and enter 2027 with a clearer financial plan. Swipe to learn more.

We are here to help you evaluate your options, address important deadlines, and begin 2027 with greater clarity and confidence. Contact us to schedule a year-end financial review.

Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. Ho...
08/20/2026

Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. However, Friday reversed some of that optimism, as sluggish retail sales and rising oil prices tied to Strait of Hormuz tensions pointed to a slowing consumer colliding with a potential energy shock.

Swipe for more information. And as always, do not hesitate to reach out with any questions or concerns. We are here to be a resource for you.

You are invited to the launch of the new book, The ‘Reel’ Hollywood: The San Fernando Valley, on Saturday, August 22, at...
08/20/2026

You are invited to the launch of the new book, The ‘Reel’ Hollywood: The San Fernando Valley, on Saturday, August 22, at 2:00 p.m. at Barnes & Noble Booksellers at The Commons in Calabasas.

At Premier Wealth Advisors, education is one of our core values, and we’ve had a great month of virtual educational even...
08/14/2026

At Premier Wealth Advisors, education is one of our core values, and we’ve had a great month of virtual educational events!

Over the past few weeks, we’ve hosted three complimentary webinars designed to help investors become more informed, confident, and prepared:

Gearing Up for the Next Crash:
An educational discussion on preparing for market uncertainty and staying disciplined through periods of volatility.

The Investing Vortex:
Presented by Matson Money, this session explored the emotions and behaviors that can pull investors away from a sound, long-term investment strategy.

Politics and Portfolios:
A timely conversation about political headlines, market uncertainty, and why investment decisions should be guided by principles rather than predictions.

We are proud to offer educational opportunities like these throughout the year, both virtually and in person.

If you would like to be notified about upcoming complimentary educational workshops, webinars, and seminars, please fill out the form below to join our priority invitation list.

JOIN OUR EDUCATIONAL EVENTS LIST HERE: https://go.levitate.ai/?s=e06aFSbepf&source=customSurvey

We look forward to continuing to provide valuable educational opportunities and hope to see you at an upcoming event!

With back-to-school season here, we are sending our warmest wishes to all of the families in our network. We hope each o...
08/12/2026

With back-to-school season here, we are sending our warmest wishes to all of the families in our network. We hope each of you has a wonderful start to the new school year.

And if there is anything you would like to discuss before the end of the year, please don't hesitate to reach out to us. We are here to help.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
08/04/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially...
07/31/2026

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially launched in July. Swipe through for answers to a few key questions and facts.

If you have questions about long-term investing, saving for your children's future, or how different investment strategies fit into your overall financial plan, please don't hesitate to reach out. We are happy to help.

Protect Your Retirement. Preserve Your Legacy.You have spent decades building wealth, creating opportunities for your fa...
07/25/2026

Protect Your Retirement. Preserve Your Legacy.

You have spent decades building wealth, creating opportunities for your family, and preparing for retirement.

The question now becomes:

How do you protect what you've built from rising taxes, inflation, probate costs, and unnecessary risks to your estate?

Join us for a complimentary educational workshop at Pepperdine University – Calabasas Campus designed specifically for retirees and those approaching retirement who want to make informed decisions about preserving wealth for themselves and future generations.

During this workshop, you will learn:

✔ How recent tax law changes could affect retirement income, Social Security benefits, IRAs, and inherited assets.
✔ Strategies affluent families use to help reduce unnecessary taxes and preserve more of their wealth.
✔ How trusts, wills, and estate planning documents may help protect your assets and simplify wealth transfer.
✔ Ways to safeguard your children's inheritance from future lawsuits, creditors, and divorce settlements.
✔ What every retiree should understand about probate—and how many families unknowingly expose their estates to unnecessary costs and delays.
✔ How inflation and government spending may impact retirement portfolios and long-term purchasing power.

Featured Presenters

Jack Gelnak, JD
President & CEO
Premier Wealth Advisors, Inc.

Maria V. Primushko
Estate Planning Attorney
MVP Law Group, APC

📍 Pepperdine University – Calabasas Campus
26750 Agoura Road
Calabasas, CA 91302

📅 Tuesday, July 28, 2026 | 6:30 PM – 7:30 PM

🔗 Register Here: https://go.levitate.ai/?s=e06aghgbVD&source=event

This educational workshop is ideal for individuals and couples who have accumulated significant retirement assets and want to better understand the intersection of wealth preservation, tax planning, and estate planning.

Premier Wealth Advisors and MVP Law Group are independent entities and are not affiliated with, sponsored by, endorsed by, or authorized by Pepperdine University. Any references to Pepperdine University or its trademarks are for identification or informational purposes only and do not imply any relationship or approval.

Address

6200 Canoga Avenue Ste 202
Woodland Hills, CA
91367

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18188884646

Website

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