Primoris Wealth Advisors, LLC

Gregory Cecchini is a financial advisor at Primoris Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Primoris Wealth Advisors since 2019, following a two-year tenure at Lincoln Investment. Outside of his advisory role, he is a part-time producer for the RJ Battaglia Agency, referring business occasionally in property and casualty insurance. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and businesses. The firm focuses on strategic asset allocation and tax-aware portfolio management, offering continuous oversight and quarterly performance reviews.

Justin Goodhue is a financial advisor at Primoris Wealth Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capitol Securities Management and Buell Securities Corp. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm focuses on strategic asset allocation, tax-aware management, and continuous portfolio oversight, combining investment and tax services through its principals.

Raymond Eaton is a Series 65-licensed financial advisor with Primoris Wealth Advisors, LLC, bringing 10 years of industry experience. He is also the managing partner of Catalfamo, Eaton & DeLisi, LLC, a tax preparation and bookkeeping firm, and CEO of Box of Rain Consulting Inc., which provides small business consulting services. Additionally, he manages a retail vape shop and holds leadership roles in related business entities. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension plans, foundations, trusts, estates, and business entities. The firm focuses on strategic asset allocation and tax-aware portfolio management, combining investment oversight with accounting and tax preparation services.

Gavin Mcnally is a financial advisor at Primoris Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at J.P. Morgan Securities Inc. from 2010 to 2016 before joining Primoris Capital Management, LLC in 2016. Primoris Wealth Advisors is an independent, fee-only firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm focuses on strategic asset allocation and tax-aware investment strategies, providing discretionary portfolio management and ongoing account oversight.

Michael Roscoe is a financial advisor at Primoris Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Primoris Wealth Advisors since 2018, following two years at Barclay Breland Family Office. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm focuses on strategic asset allocation with tax-aware management and provides continuous oversight, including quarterly performance reviews.

John Catalfamo is a financial advisor with Primoris Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been a managing partner at Catalfamo, Eaton & DeLisi, LLC since 2006, a firm providing income tax and accounting services. Additionally, he serves as president of Luna Sea Consultants, Inc., which offers marketing and promotion consulting to small businesses and nonprofits. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm emphasizes strategic asset allocation and tax-aware management, combining investment oversight with integrated accounting and tax services provided by its principals.