Premier Wealth Advisors, Inc.

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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.

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy p...
10/12/2026

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy prices as the U.S.-Iran conflict kept pressure on fuel costs.

The month also highlighted a growing divide in the market. AI and technology stocks helped lift the Nasdaq, while the S&P 500, Dow, and smaller companies struggled under the weight of higher rates. At the same time, stronger-than-expected economic growth gave the Fed more room to keep policy tight. Swipe to learn more.

As always, if any of this raises questions about your own portfolio, our team is just a call or email away. Don’t hesitate to reach out.

Thank you to everyone who joined us last night at Pepperdine for our seminar, Strategies to Reduce Your Retirement Taxes...
10/09/2026

Thank you to everyone who joined us last night at Pepperdine for our seminar, Strategies to Reduce Your Retirement Taxes!

The topic sparked strong interest, and our attendees were engaged throughout the evening. It was wonderful to see so many people eager to learn and take an active role in planning for their retirement.

At Premier Wealth Advisors, education continues to be a core value. We regularly host educational events—both in person and virtually—to help you make informed financial decisions and plan with greater confidence.

Stay informed about our upcoming educational seminars, both in person and online! Complete the form below to receive event announcements and invitations. We look forward to welcoming you to an upcoming event!

https://go.levitate.ai/?s=e06aFSbepf&source=customSurvey

Premier Wealth Advisors is an independent entity and is 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.

Most 401(k) compliance issues don’t start with bad intentions. They start with improper employee classification.The good...
09/28/2026

Most 401(k) compliance issues don’t start with bad intentions. They start with improper employee classification.

The good news is that when employees are classified correctly, your 401(k) administration process becomes smoother — amid predictable testing results, preservation of contribution limits, and a reduced need for administrative corrections.

We’re here to help make sure you and your team are fully supported. If you have questions, don’t hesitate to give us a call.

Education continues to be a core value at Premier Wealth Advisors. We invite you to join us for two complimentary educat...
09/25/2026

Education continues to be a core value at Premier Wealth Advisors. We invite you to join us for two complimentary educational events this October, designed to help you make informed decisions about your investments and retirement.

Politics and Portfolios
Tuesday, October 6 at 2:30 PM PT | Live on Zoom
Hosted by Matson Money, this Investor Coaching Series event explores how to keep political headlines in perspective when making long-term investment decisions.
Register: https://lp.constantcontactpages.com/ev/reg/8jg4krt

Strategies to Reduce Your Retirement Taxes
Thursday, October 8 at 6:30 PM PT | In person at Pepperdine University’s Calabasas Campus
Join Jack Gelnak for an educational workshop on retirement tax strategies.
Register: https://lp.constantcontactpages.com/ev/reg/eyrpg7p

Registration is required for each event. We hope to see you there!

Premier Wealth Advisors is an independent entity and is 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.

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe ...
09/18/2026

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

🧠 Is your mind helping—or hurting—your financial decisions?Market headlines, uncertainty, and strong emotions can make e...
09/16/2026

🧠 Is your mind helping—or hurting—your financial decisions?

Market headlines, uncertainty, and strong emotions can make even experienced investors question their strategy. Join Premier Wealth Advisors for Mind Over Money, a complimentary Investor Coaching Series virtual workshop exploring how emotions and behavioral biases can influence financial decisions.

Discover practical insights designed to help you:

✅ Recognize emotional investing patterns
✅ Avoid impulsive financial decisions
✅ Remain disciplined during uncertain markets
✅ Make confident choices aligned with your long-term goals

📅 Tuesday, September 22
🕠 5:30 PM PT
📍 Live on Zoom

Secure your spot today:
https://lp.constantcontactpages.com/ev/reg/3nakgqm/lp/d887ead4-bdee-45cd-8110-9cdb8b0b64df

Twenty-five years ago today, our nation experienced a tragedy that forever changed our country and the lives of countles...
09/11/2026

Twenty-five years ago today, our nation experienced a tragedy that forever changed our country and the lives of countless families.

Today, we pause to remember those who lost their lives on September 11, 2001, honor the courage and sacrifice of the first responders and service members who answered the call, and stand with the families who continue to carry the memory of their loved ones.

We also remember the extraordinary unity, compassion, and strength Americans showed in the days that followed.

May we never forget the lives lost, the heroes who served, and the resilience that brought our nation together.

We remember. We honor. We will never forget.

As we settle into September and the rhythms of a new season, it is a natural time to step back and ask a bigger question...
09/10/2026

As we settle into September and the rhythms of a new season, it is a natural time to step back and ask a bigger question: What are we actually building toward?

For many business owners, the first answer that comes to mind is success. But Albert Einstein's perspective challenges us to go a little deeper. Success, he suggests, is not the goal itself. It tends to follow when we focus on something more meaningful: the value we create for others.

As you move through this month, we would love to hear from you: In your business or your work, what is one way you are focused on creating real value for the people you serve? Share it in the comments. We would love to hear your perspective!

🧠 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.

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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