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.

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
06/02/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

Education is a core value at Premier Wealth Advisors, and our next Investor Coaching Series event is coming up on Tuesda...
05/14/2026

Education is a core value at Premier Wealth Advisors, and our next Investor Coaching Series event is coming up on Tuesday, May 19th.

Join us for Dismantling Myths of Investing, a complimentary virtual webinar presented by our co-advisor Mark Matson at Matson Money.

📅 Tuesday, May 19, 2026
🕝 2:30 PM PST
📍 Virtual Webinar

In a world filled with financial headlines, market predictions, and conflicting opinions, it can be difficult to separate fact from fiction. This educational session is designed to help investors better understand common myths about investing and gain perspective on the long-term principles that may support more disciplined financial decision-making.

There is no cost to attend, just an opportunity to learn and gain clarity.

Register here: https://go.levitate.ai/?s=6523iUI1Uo&source=event

At Premier Wealth Advisors, we believe that greater financial education can help investors make more thoughtful, discipl...
05/06/2026

At Premier Wealth Advisors, we believe that greater financial education can help investors make more thoughtful, disciplined decisions with their money, especially when market headlines, economic uncertainty, and commonly promoted strategies create confusion.

We invite you to join us for an upcoming virtual Investor Coaching Series webinar with Jack Gelnak:

Topic: The Farce of Tax-Loss Harvesting
Date: Tuesday, May 12
Time: 5:30 PM PST
Location: Virtual Webinar

Tax-loss harvesting is often presented as a prudent investment strategy, but many investors have never been shown how it works in real life, what its limitations may be, or how it fits into a long-term investment philosophy.

This educational session is designed to provide clarity, perspective, and a deeper understanding of how investors can think more strategically about their money.

Registration is required to attend. Webinar access details will be emailed prior to the event.

Register here: https://go.levitate.ai/?s=6523wmPLSr&source=event

We hope you can join us.

There’s a lot of noise when it comes to investing—headlines, opinions, and “hot takes” that can often lead to confusion ...
04/22/2026

There’s a lot of noise when it comes to investing—headlines, opinions, and “hot takes” that can often lead to confusion rather than clarity.

What if you could cut through all of that?

Join us for our upcoming complimentary virtual workshop:

Dismantling Myths of Investing
📅 Tuesday, April 28th
🕠 5:30 PM PST
📍 Live on Zoom

In this educational session, we’ll break down some of the most common investing myths and misconceptions that can quietly derail long-term financial success. You’ll walk away with a clearer understanding of how disciplined, evidence-based investing really works—and how to stay focused, regardless of market noise.

At Premier Wealth Advisors, education is at the core of everything we do. These sessions are designed to empower you with knowledge—no pressure, no sales, just valuable insights.

👉 Reserve your spot here: https://go.levitate.ai/?s=e06a5cXNsW&source=event

We look forward to having you join us.

U.S. markets posted their best weekly gain this year, with the major indexes all closing firmly in the green even amidst...
04/14/2026

U.S. markets posted their best weekly gain this year, with the major indexes all closing firmly in the green even amidst uncertainty surrounding the conflict in Iran. Additionally, March’s data releases gave a clearer picture regarding inflation and the job market. Swipe for more information.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about ...
04/06/2026

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about protecting your legacy and intentionally shaping your family’s wealth for the future. Effective planning requires foresight and coordination across every aspect of your financial life. Swipe to learn more.

Thoughtful wealth-transfer planning supports both financial continuity and the values that guide future generations. If you would like to explore how a tailored legacy planning strategy can support your long-term objectives, call us to begin a confidential discussion.

March proved to be a turbulent month with conflict with Iran sending oil prices skyrocketing and compounding inflation t...
04/01/2026

March proved to be a turbulent month with conflict with Iran sending oil prices skyrocketing and compounding inflation that was already proving hard to tame. A big story from March was the March 17-18 Federal Reserve (Fed) meeting, which saw the Fed hold rates steady. Swipe through for more information about where markets ended in March and what’s driving the numbers.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

This April, we’re excited to bring back our Investor Coaching Series—a three-part educational experience designed to hel...
03/26/2026

This April, we’re excited to bring back our Investor Coaching Series—a three-part educational experience designed to help you think more clearly, confidently, and strategically about your financial future.

At Premier Wealth Advisors, education is at the core of everything we do. In a world filled with constant market noise and uncertainty, our goal is to help you stay grounded in the principles that truly drive long-term success.

Join us for one—or all three—of these valuable sessions:

🔹 Global Economic Armageddon
📅 April 7 | 🕝 2:30 PM (PST)
Gain perspective during uncertain times and learn how to stay disciplined when emotions run high.

🔹 Mind Over Money
📅 April 21 | 🕠 5:30 PM (PST)
Discover how investor behavior impacts outcomes—and how to take control of your financial decisions.

🔹 Dismantling Myths of Investing
📅 April 28 | 🕠 5:30 PM (PST)
Uncover common investing myths and explore a more evidence-based approach to building long-term success.

All sessions are hosted live on Zoom and are designed to provide clarity, insight, and a stronger financial perspective.

If you’ve ever felt overwhelmed by headlines or unsure about your investment strategy, this series is a great place to start.

👉 Registration Links for these events are in comments

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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