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Portfolio Management

Personalized Wealth Management Strategies

The Premier Wealth team brings knowledge and experience from many different specialties, ensuring that we identify solutions tailored for you. We collaborate with you to identify your goals and objectives, identify solutions, then work with you to develop and implement a comprehensive plan to pursue those goals.
 
Your plan could include a variety of asset management solutions including life insurance, annuities, saving and investing for retirement or building and preserving wealth for the long term.  If your plan involves investment management, we will help you consider four key items that will become the blueprint for your personal investment policy statement before you begin investing:
  • Goals & Objectives: What are you trying to accomplish? Do you want to retire early, send the kids to college?
  • Time Horizon: How long will it be until you need your money?
  • Liquidity Needs: How much money do you need to set aside for short-term goals or unexpected emergencies?
  • Risk Profile: How much market risk can you tolerate?
 
We evaluate this information to determine the appropriate strategy to work towards your goals. Our strategies include equity, income and also socially responsible investing. 

Investment Philosophy

Our Investment Philosophy is based upon well-researched concepts that have a meaningful impact on returns such as: diversification, risk management and portfolio composition. Our process enables us to partner with our clients to develop customized portfolios to optimize chances to meet your financial goals. 
 

We add value at every stage of your life.

As your life changes, we meet with you to evaluate your portfolio and investment policy statement and make changes to fit your goals.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Premier Bank and Premier Wealth Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier Wealth Financial Services, and may also be employees of Premier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Premier Bank or Premier Wealth Financial Services. Securities and insurance offered through LPL or its affiliates are: 
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
 
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.