CREATING SOLUTIONS TO SERVE YOU
Let Our Experience Work for You.
At Premier Wealth Management®, individual attention is our top priority and what we provide. Our goal is to cultivate a personal relationship with each and every client. Building that relationship is the key to digging deep and understanding your financial goals and dreams. Most firms will miss this critical relationship component. At Premier Wealth Management®, it’s what we do!
SEBASTIAN N. SULLIVAN, AIF®, CFP®
MARK W. STEINHART, BFA™
Our Goal is to INCREASE Your Confidence and EASE your Anxiety by Focusing on YOUR…
Priorities
Priorities are crucial to meeting your goals. Some clients know exactly how those priorities should be organized. Some clients need help with this process. We are here for you! We will work with you to prioritize your goals and even address some items that you may not have thought of.
Goals
Goals are extremely personal and unique to each client. In building that personal relationship with you, we will know EXACTLY what those goals are, and we will create a plan to crush them. No matter how large or small they are, they are all important to you, which means they are important to us!
Values
Every plan, idea, piece of advice and/or strategy will have YOUR core values at the forefront. If it doesn’t match your core values, we simply won’t do it. We match our actions with YOUR values. Our clients’ values are something we don’t take lightly. It is of utmost importance to us.
About Our Broker-Dealer
1776 Pleasant Plain Road
Fairfield, IA 52556-8757
641-472-5100 | 800-777-6080
Premier QUICK LINKs
1011 Mumma Road
Wormleysburg, PA 17043
800-784-2266 | 717-737-2001
Celebrating
over 20 years!
Serving our clients since 1999! Our purpose is to create solutions that meet the needs, goals, and values of our clients.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC to residents of CT, DC, DE, FL, HI, IL, IN, KY, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WV. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Premier Wealth Management, Inc. are not affiliated.
For Financial Professional Use Only | Copyright © 2016-2021 Premier Wealth Management, Inc. All Rights Reserved
800.784.2266 Toll Free | 717.737.2001 Phone | 717.737.3115 Fax | 1011 Mumma Road, Wormleysburg, PA 17043