When you think about retirement, what items concern you most? Do you have a solid plan to work toward retirement, legacy, and philanthropic goals?
With an extensive service model embedded in our core values, Premier Wealth Management Group is focused on providing strategic client strategies. We design each client portfolio to reflect your unique set of objectives. Your particular circumstances, tax situation, time horizon, and attitudes towards risk are always considered. Since we answer directly to clients, not to a corporate parent or stockholders, we are able to provide unbiased financial advice. Furthermore, we have no proprietary products to sell or sales quotas to meet, ensuring that our recommendations are always in your best interest.
Our team will design a strategy aimed at reaching your goals, incorporating a broad range of products and services that best meet your needs in the areas of:
We intend to focus on each of the above areas within the first 12 to 18 months of establishing a new client relationship. For more information about our planning process, please see the Planning Process section of this website.
When you engage a Premier Wealth Management Group advisor as your financial advisor, we are compensated in one of two ways. Under the fee-based asset management approach, client and firm goals are effective aligned because advisor compensation is directly tied to the performance of a client's account. Premier Wealth Management Group advisors earn a quarterly fee based on the value of your account. This approach allows us to provide comprehensive planning services beyond traditional asset management. It also allows us to explore innovative financial strategies that adapt to the changing investment landscape.
The other way, a transaction-based approach, may be more cost-effective for clients comfortable with a “buy and hold” strategy since deferred sales charges often apply. Regardless of the fee-based or transaction-based approach, our minimum annual fee for new client relationships is $7,500. If you are not sure which compensation arrangement is right for you, please contact us for a complimentary initial consultation to receive further guidance.