Our Vision Preferred Wealth Advisors shares a vision and values, which drive who we are and how we do business. The people of Preferred Wealth Advisors have a vision to deliver on promises when clients need us most. When a family loses a loved one. When an employee is injured and can’t earn an income. When the elderly need long-term care. When it’s time to retire. We believe the best way to serve our clients is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises so we can help you achieve your goals and realize your definition of financial success. It’s our focus, our responsibility and our privilege.