Boutique Firm Offers Private Wealth Management Services for the Highly Successful Retirees, Business Owners, and Professionals

Woodland Hills, California – September 14, 2021 – Premier Wealth Advisors, a California-based private wealth management firm, is proud to offer wealth management and tax planning services specifically designed for a select group of highly successful individuals and families covering a broad spectrum of affluence.

The private wealth team at Premier Wealth Advisors work together to address the needs of extremely affluent families. However, investors no longer have to be spectacularly wealthy to pursue the same exceptional outcomes as the super-rich. Moreover, with over a century of combined experience, they recognize that highly successful individuals and families still face a large number of financial challenges. As a result, their team has developed a process to specifically meet the needs of such individuals and families. This process combines decades of specialized knowledge with holistic and proactive planning to provide comprehensive and robust solutions for high-earning, high-net-worth individuals, business owners, and retirees.

The firm provides a comprehensive range of wealth management services, retirement planning, and tax planning services to some of California’s wealthiest and most successful entrepreneurs, families, retirees, and foundations. In an economic environment where short-term thinking tends to dominate, the firm’s unique long-term perspective is but one of many attributes that distinguishes it from others. As a high performing firm, all solutions are intricately coordinated to pursue superior results. By placing systematic processes in place, things don’t happen haphazardly. Instead, Premier Wealth Advisors’ employs methodologies that increase the probability of achieving ideal outcomes.

The team at Premier Wealth Advisors has a deep knowledge and understanding of the various financial issues and challenges business owners, professionals, retirees and their families face and has the in-depth and broad expertise in order to create the comprehensive and tailored solutions they require. As they work together to preserve and build wealth for their bespoke clientele, their clients can also rely on their team to make their daily lives much easier.

Whether the focus is on growing their business, formulating a suitable exit strategy, or creating a plan for a calculated and tax-efficient retirement income distribution strategy, their team of highly talented and experienced professionals provides extensive and in-depth range of wealth management expertise and guidance to help address truly complex situations requiring multiple specialties – now as well as into the future.

“Whether you want to propose a solid employee benefits package for your company or you’re in the midst of your own retirement, we use a systematic process to monitor your situation on an ongoing basis to help ensure that your financial situation is being effectively managed and to catch and course correct as needed. We know that more money and wealth bring more challenges and concerns. So, the team at Premier Wealth Advisors provide the deepest expertise and the best solutions available, focusing on more than merely typical investments. As a part of our process, we also maintain an exceptional resource network of “best-of-the-best” professionals and specialist, who deliver highly advanced and efficient solutions in the most cost-effective way,” said Jack Gelnak, CEO of Premier Wealth Advisors, Inc. “We regularly employ “what-if” thinking in identifying opportunities and determining the best course forward specifically for each client. As high performing professionals, we are constantly striving to improve upon our client’s results and keep our clients updated with respect to the actions they are taking.”

Jack Gelnak

Jack Gelnak is an experienced and talented advisor with a proficient and comprehensive understanding of investment concepts and tax and legal planning solutions. Born in Russia, he immigrated to the US with his parents as a young boy. Drawing inspiration from his parents, Jack helps others preserve and protect the financial realization of their efforts.

Jack finds joy and satisfaction in getting to know each of his clients personally and efficiently meeting their needs. He has transitioned exclusively to managing wealth for a select group of highly successful clients, including business owners, retirees, and professionals. Employing kindness, insights, compassion, and integrity, he uses his knowledge and experience, together with coherent, connected communication to explain complicated concepts to his clients in a way that makes sense and enable them to make truly informed decisions.

Jack’s goal is develop deep, intimate relationships and empower his clients so that they make critical and sound financial decisions today with the future in focus. The trust and rapport that is shared between Jack and his clients enable Jack to know his clients even better and communicate with them even more effectively over time.

About Premier Wealth Advisors, Inc.

Premier Wealth Advisors is a high performing virtual family office incorporating exceptional wealth management with robust attentiveness to administrative and lifestyle matters. Utilizing a holistic approach to wealth management the team at Premier Wealth Advisors is also able to deal with the important one-off special project that their high-net-worth clients may need to handle. The firm offers wealth management and retirement planning services for a select group of highly successful individuals.

The firm’s investment approach relies on a comprehensive understanding of its customers. It is Premier Wealth Advisors, Inc’s passion to learn its clients’ full story in order to help them achieve financial freedom.

The key to the firm’s success is offering a high-quality client experience that leads to satisfied, loyal clients. Premier Wealth Advisors is highly focused on wealth preservation, wealth transfer, and advanced tax reduction strategies. The comprehensive approach offered by Premier Wealth Advisors includes highly advanced life insurance design, long-term care planning, disability planning, as well as employee benefits and highly customized and advanced college funding strategies.

The firm also has extensive experience advising affluent families and individuals on personal trusts, wealth maximization, and various multi-generational transfer techniques.

Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

Media Contact
Company Name: Premier Wealth Advisors, Inc.
Contact Person: Jack Gelnak
Email: Send Email
City: Woodland Hills
State: California
Country: United States