Primoris Wealth Advisors, LLC
Primoris Wealth Advisors, LLC is an independent, SEC-registered investment adviser headquartered in Palm Beach Gardens, Florida. The firm also maintains a presence in Kihei, Maui, HI. Founded by John Catalfamo and Raymond Eaton, the firm leverages a blend of investment management and tax consulting experience to provide personalized financial guidance and custom solutions primarily to individuals, families, and closely held business owners. Primoris Wealth Advisors was established in 2016 and focuses on delivering discretionary investment advisory services and portfolio management with a client-first approach. The firm is led by a small team of experienced professionals who emphasize relationship-building and transparency, serving clients throughout various market cycles and life stages.
Investment Strategy
Primoris Wealth Advisors' investment approach centers on providing discretionary investment advisory services and portfolio management tailored to the unique financial circumstances of each client. Their strategy emphasizes personalized financial planning, transparency, and long-term relationship-building. The firm customizes solutions based on clients’ needs, leveraging broad expertise across market cycles to help individuals, families, and business owners achieve their financial goals. With a focus on trust and open communication, they prioritize the clients’ best interests and provide both investment and tax consulting guidance, ensuring a holistic wealth management perspective.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 4.67% | $6.8M | 12,042 | $470.14 | $568.03 | +$1.0M |
F FTEC | FIDELITY COVINGTON TRUST | 4.60% | $6.7M | 34,168 | $166.21 | $197.22 | +$1.9M |
M META | META PLATFORMS INC | 4.11% | $6.0M | 8,168 | $376.82 | $738.09 | +$1.3M |
F FBND | FIDELITY MERRIMACK STR TR | 3.97% | $5.8M | 127,193 | $44.24 | $45.75 | -$616.5K |
A AMZN | AMAZON COM INC | 3.42% | $5.0M | 22,857 | $163.00 | $219.39 | +$491.0K |