Primoris Wealth Advisors

At Primoris Wealth Advisors, we prioritize our clients' best interests above all else. Derived from the Latin word "primus, " which means "first" or "foremost, " our name reflects our commitment to placing our clients at the forefront of everything we do. We strive to be the leading choice for financial planning and personalized investment management, guided by our extensive knowledge, shared dedication to client success, and unwavering commitment to upholding your best interests.

Our Team: Expertise and Dedication

Our team at Primoris Wealth Advisors is composed of highly respected and sought-after financial advisors, each bringing a wealth of experience and expertise to the table. Our managing partners, John A. Catalfamo and Raymond L. Eaton, co-founded Primoris Wealth Advisors with a vision to provide independent, fee-only investment advice free from potential conflicts of interest. Together, they have over 40 years of experience in the financial services industry, with diverse backgrounds in taxation, accounting, and investment management.

John A. Catalfamo serves as the Chief Investment Officer, overseeing all investment-related decisions and ensuring the alignment of our clients' portfolios with their financial goals. He began his career as a registered representative, eventually becoming an investment advisor representative and obtaining the Series 7, 63, 24, and 65 licenses. This enabled him to act as a true fiduciary and provide unbiased investment advice. John has been featured in numerous publications, including The Wall Street Journal, Forbes, and Investor Advisor Magazine, for his insights and expertise in the financial industry.

Raymond L. Eaton, our Chief Compliance Officer, leverages his background in taxation and accounting to provide comprehensive wealth management services. He holds a Bachelor of Science degree in Accounting from Franklin Pierce University and has over 25 years of experience as a successful tax accountant and licensed financial professional. Raymond is dedicated to educating clients about wealth management, tax-advantaged investing, and corporate and small business finances.

Our Approach: Personalized and Holistic

At Primoris Wealth Advisors, we believe in providing personalized and holistic financial planning services tailored to each client's unique financial situation and objectives. By fostering close relationships with our clients, we gain an intimate understanding of their financial aspirations and design customized investment strategies to help them achieve these goals. We are committed to guiding our clients towards financial freedom, empowering them to make informed decisions, and ultimately, enhancing their quality of life.

Our Services: Comprehensive and Customized

Our comprehensive range of services includes:

1. Financial Planning: We guide our clients in establishing short-term and long-term financial goals, evaluating their current financial status, and implementing tailored strategies to help them achieve financial security and independence.

2. Investment Management: We employ a disciplined investment approach, utilizing a broad array of investment strategies and security types to create well-diversified portfolios that align with our clients' financial objectives and risk tolerance.

3. Retirement Planning: Our retirement planning services focus on creating tax-efficient income streams, managing retirement savings, and addressing distribution strategies in order to help our clients enjoy a comfortable and financially secure retirement.

4. Tax Planning and Preparation: Leveraging our in-house tax expertise, we help clients minimize their tax liabilities and maximize after-tax returns through proactive tax planning and preparation.

5. Estate Planning: We collaborate with our clients' attorneys, accountants, and other professionals to develop strategies that effectively manage estate taxes and ensure the efficient transfer of wealth to future generations.

What Sets Us Apart: Independence and Transparency

As a fee-only registered investment advisor, Primoris Wealth Advisors operates independently from the influence of commissions or outside interests. This allows us to focus solely on our clients' best interests while providing transparent, unbiased investment advice. We maintain a strong commitment to open communication and education, empowering our clients to make informed decisions about their financial future.