Premier Investments & Wealth Management is a financial services organization that was established in 1989. Our financial professionals work to provide our clients with a comprehensive approach to financial management. Learn more…

Custom Broker Check


It is our goal to get to know every potential client and make sure both parties are compatible with each other.

Fact Finding

It is essential for us to know the background and financial concerns of our clients before offering any financial advice. Any documents or information that is given to us is held in complete confidentiality.

Financial Profile

We are proud to offer our clients an in-depth financial profile. The profile allows us and our clients to conceptualize their current financial situation.


If our client’s current financial plan does not meet his/her objectives, then we will make recommendations for change. It is then the client’s choice whether to implement those recommendations.

Continued Service

Financial strategies need to be managed and nurtured. As our clients grow, their needs change. It is our goal to grow with our clients and ensure their objectives will be met.

What Is Your Financial Wellness Score?

Complete Our Short Quiz To Find Out

We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road. The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future.