Business Details
34 Years
experience
Your Trusted Partner for Comprehensive Financial Solutions
Premier Wealth Advisors was founded in 1992 with a vision to provide unbiased, independent financial advice centered on clients' needs. As an SEC Registered Investment Advisor, we adhere to the fiduciary standard, legally obligating us to prioritize client interests above all else. Our comprehensive approach integrates wealth management, investment management, and tax planning, tailored to individual and institutional clients' unique objectives. With over 25 years of experience, our team of certified professionals delivers personalized strategies grounded in integrity, transparency, and independent thought. We specialize in aligning financial planning with life milestones, from retirement and estate planning to business transitions and legacy creation. Our commitment to excellence is reflected in our rigorous portfolio management methodologies, client-centric philosophy, and dedication to continuous adaptation in evolving market conditions.We serve as trusted partners, empowering clients to navigate financial complexities with confidence while maintaining cost-sensitive and tax-efficient practices. Our leadership team combines decades of industry expertise with advanced credentials, ensuring clients receive informed, ethical guidance. Through our proprietary Wealth Exam process, we initiate relationships with a holistic assessment of financial circumstances, setting the foundation for long-term stewardship. This enduring focus on client success has established Premier Wealth Advisors as a respected authority in wealth management, serving individuals, families, and institutions across New York and Long Island.
Services
Wealth Management
Asset Management
Portfolio Management
Tax Planning
Estate Planning
Details
- Year established: 1992
Highlights and features
- We have over 25 years of experience in independent wealth management.
- Our fiduciary commitment legally requires us to prioritize client interests.
- We offer personalized portfolio strategies tailored to individual circumstances.
- Our team includes CFPs, CFAs, and Certified Wealth Strategists.
- We combine tax-efficient planning with holistic financial stewardship.
Associations and certifications
- SEC Registered Investment Adviser
Services
Wealth Management
Our wealth management services provide comprehensive strategies for individuals and families seeking to preserve and grow their assets. We create customized plans addressing retirement goals, tax efficiency, and estate planning while adapting to life's changing circumstances. Our approach combines investment management with holistic financial guidance to help clients achieve long-term financial security through personalized portfolio construction and risk assessment.
Asset Management
Asset management focuses on constructing and maintaining investment portfolios aligned with clients' financial objectives and risk tolerance. We employ fundamental and macroeconomic analysis combined with strategic asset allocation to optimize returns. Our process includes ongoing monitoring, rebalancing, and tax-efficient adjustments while maintaining strict adherence to each client's investment policy statement for consistent, transparent decision-making.
Portfolio Management
Portfolio management services deliver tailored investment solutions for high-net-worth individuals and institutions. We implement bottom-up and top-down stock selection methodologies combined with fixed income analysis to create diversified portfolios. Our team continuously evaluates market conditions and economic indicators to ensure optimal asset allocation while maintaining rigorous risk management protocols across multiple asset classes including equities and debt instruments.
Tax Planning
Tax planning services focus on minimizing tax liabilities through strategic investment decisions and financial structuring. We integrate tax-efficient portfolio management with comprehensive planning strategies to maximize after-tax returns. Our approach considers capital gains optimization, retirement account management, and tax-loss harvesting techniques while coordinating with external tax professionals to ensure comprehensive compliance and optimization across all financial planning aspects.
Estate Planning
Estate planning services help clients preserve wealth for future generations through strategic asset distribution planning. We collaborate with legal professionals to create comprehensive estate strategies addressing wills, trusts, and beneficiary designations. Our approach focuses on minimizing estate taxes, establishing charitable legacies, and ensuring smooth wealth transitions while maintaining alignment with overall financial objectives and risk management frameworks.
People
John L. Diaz
President / Senior Wealth Strategist
John founded Premier Wealth Advisors in 1992 and has over 30 years of financial services experience. He holds the CFP designation and multiple securities licenses, specializing in wealth management and investment strategies.
Russell Bailyn
Vice President / Wealth Strategist
Russell joined Premier Wealth Advisors in 2002 with expertise in portfolio construction and financial analysis. He holds series 7, 63, and 65 registrations and authored 'Navigating the Financial Blogosphere'.
Debra Burnham
Portfolio Manager
Debra brings 30+ years of financial industry experience, managing custom portfolio strategies for high-net-worth clients. She holds series 7, 24, 63, and 87 licenses and specializes in institutional investment management.
Edward P. Mally
Portfolio Manager
Edward has 35 years of financial experience, including roles at major Wall Street firms. He holds the CFA designation and series 66 license, specializing in equity and fixed income analysis.
Jeffrey A. Kerman
Certified Wealth Strategist
Jeff combines legal expertise with financial planning, holding a JD and series 7/66 licenses. He specializes in estate planning, tax strategies, and business succession planning for high-net-worth clients.
Questions
What financial services do you offer?
We provide wealth management, asset management, portfolio management, tax planning, and estate planning services for individuals and institutions.
Are you legally required to act in clients' best interests?
Yes, as an SEC Registered Investment Advisor, we operate under the fiduciary standard requiring us to prioritize client interests above all else.
How does the Wealth Exam process work?
The Wealth Exam begins with a comprehensive financial questionnaire, followed by a personalized assessment and creation of your financial management portal for ongoing collaboration.
What investment approach do you use?
We employ customized portfolio strategies combining fundamental analysis, macroeconomic evaluation, and tax-efficient techniques tailored to each client's specific needs and objectives.
Do you serve clients outside New York?
While our offices are in New York and Long Island, we serve clients nationwide through our digital platforms and remote advisory capabilities.
