Services
A Premier Level of Service
With so many unknowns in our world, your finances shouldn’t be one of them. That’s why we are here – we focus on making professional financial guidance accessible, approachable, and easily understood. Here’s how it works.
Our Process
We work with clients both close to home and across the country and are well-versed in delivering financial advice in a virtual environment. Whether we meet in-person or virtually, our onboarding process starts with an open conversation. We’ll discuss your goals and needs for the future, and based off the information you provide we will identify ways we can help.
If you choose to move forward, we will open your accounts and align your assets with our investment recommendation. You can expect:
A seamless digital experience to always know how you’re progressing toward your goals
Initial 90-day check-in, and ongoing monthly communications
Semi-annual process meetings
Invitations to select Premier Wealth Management client events
A valued partner who celebrates your success and helps you navigate setbacks
Quarterly newsletter and market update
Our Services
We offer the following services in pursuit of your financial goals:
Financial Planning
Develop and implement a comprehensive plan that covers all aspects of your financial life, such as cash flow, debt, taxes, savings, investments, retirement, estate, and legacy. We work with you to define your goals, analyze your current situation, and develop and implement actionable recommendations.
Insurance Strategies
Should the unthinkable happen, it’s important to protect your assets and provide a lifeboat for your loved ones. We can help you assess your life, disability, and long-term care insurance needs, review your existing coverage, and recommend solutions that fit your situation and budget.
Retirement Income
Create a sustainable and tax-efficient income stream that lasts throughout your retirement. We can help you balance your needs and wants, diversify your income sources, and address risks such as inflation, market volatility, and longevity. We’ll even help you navigate your Medicare and Social Security needs.
Behavioral Finance
Gain a better understanding of how your emotions, biases, and preferences affect your financial decisions. Let us help you overcome common behavioral pitfalls, such as loss aversion, overconfidence, and recency bias, and adopt habits that support your long-term goals.
Investment Management
Build and manage a customized portfolio that reflects your risk tolerance, time horizon, and objectives. Take advantage of our disciplined and diversified approach that combines strategic asset allocation, tactical adjustments, and rigorous selection of investment products.
Employer Retirement Plans
If you own your own business, we can help design, implement, and administer a retirement plan that benefits you and your employees. From choosing the right plan to fiduciary oversight, investment selection, and employee education, Premier Wealth Management has you covered.
Our Specializations
As part of our comprehensive planning, we provide streamlined solutions in these areas:
Retirement Planning
Design a retirement strategy that aligns with your goals, values, and lifestyle. Whether you are decades away from retirement, fast approaching retirement, or already retired, we can help you optimize your income sources, manage your expenses, and plan for the unexpected.
Education Funding
Plan for the rising costs of education and find the best way to fund your children’s or grandchildren’s education. We can help you compare different savings vehicles while optimizing your tax benefits.
Estate & Tax Planning
We help you preserve and transfer your wealth according to your wishes and in coordination with your tax and legal professionals. We can also help you minimize estate taxes, avoid probate, and maximize your charitable impact.