Serving advisors for 20 years

Founded in 1999, Premier Wealth Management® quickly became a place for advisors to call home. With a multitude of services to help keep their businesses running smoothly and efficiently, we offer back office support while our financial professionals offer each other camaraderie and support. We want our advisors to be able to focus on what’s important, their clients. Let us help with the rest!

Have you been left out in the cold?

We wouldn’t do that to you! We offer hometown support to advisors like you, and no one gets left out in the cold. With a group of nearly 80 independent advisors and 9 Premier Wealth Management® staff members, with an additional layer of support from our broker-dealer, Cambridge Investment Research, you can feel confident that you will be supported every step of the way.

A Network For Advisors

No matter where you come from Premier Wealth Management® is a place for advisors to call home. Located nationwide, our advisors can be found in multiple states across the nation with a larger concentration in Pennsylvania, Maryland, Connecticut, and New York, with a smaller concentration in Delaware, Florida, New Jersey, North Carolina, Ohio, Texas, Virginia, West Virginia and Wisconsin. No matter where you are located, we are just a phone call away! Feel free to “Search Our Advisors” and view our interactive map.

On your own, but not alone

With Premier Wealth Management® financial advisors maintain independence while gaining a nationwide support group of fellow financial professionals. Founded in 1999, Premier Wealth Management® is a family of independent financial professionals. Our primary focus is helping financial professionals reach their potential. We do this by providing support through education, training, compliance and operational assistance, risk management, business coaching and consulting. Our topnotch services were designed to help you grow your practice.

Supported Charity Efforts

Over the years Premier Wealth Management® has supported charities that affect, or hold a special place, in the lives of our advisors. Thanks to our advisors and partners, we have raised funds and donated 100% of the proceeds directly to the charities that impact our advisors’ lives. At Premier we go beyond business, supporting our advisors where it truly matters.

ADVISORS, EXPERIENCE THE DIFFERENCE

Be part of an enterprise group

With Premier Wealth Management® financial advisors maintain independence while gaining a nationwide support group of fellow financial professionals. Founded in 1999, Premier Wealth Management® is a family made up of independent financial professionals from across multiple states and backgrounds. Our primary focus is helping financial professionals reach their full potential through education, training, compliance and operational assistance, risk management, business coaching and consulting.

Networking

With webinars, conference calls, and live events, it is easy to stay connected and network with your peers.

Camaraderie

Coming from diverse backgrounds our advisors learn and grow from one another, even becoming life-long friends.

INDEPENDENCE

You do you! We will help guide and coach you to obtain your business goals while you remain independent.

service & Guidance

Independence doesn’t mean doing it all alone. We have multiple services designed to help you so you can focus on your clients.

on your own, but not alone

we are here to help
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Transition Services

We have been transitioning reps since 1999 and haven a proven process. We also partner with Cambridge, which has one of the industry’s leading transition teams. 

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Problem Resolution

Our advisors have access to The Premier Problem Resolution and Escalation Resource Team.

Coaching/Mentoring

With a combined 80 years of experience among our leadership team, we are well experienced in coaching our advisors to help them grow.

Premier Network

The Premier Network of Financial Advisors® is designed to show your clients that you are not alone – you have a professional support system.

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Marketing

We understand the importance of a professional image. From business cards and email signature to brochures and signage, Premier can help you stand out among the rest! 

One-on-one Training

Premier offers training on various subjects and has access to a multitude of resources to help guide you.

Practice Management

We offer solutions to help you manage your practice and be most effective in your everyday operations. From technology, documentation, client interactions and more!

Virtual Assistant

You have the opportunity to leverage a virtual assistant who is trained and staffed within our organization.

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Webinars & Events

We offer monthly webinars, live events and an annual conference where you can stay updated and enjoy discussions with your fellow advisors.

Technology Discounts

As part of our branch and Cambridge you can receive dicounts on various technology and services that you use everyday!

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Client Newsletter

Our Client Newsletter service provides you with a quarterly newsletter that is compliance approved and ready for you to distribute to your clients.

Social Media Library

We’ve currated articles and other resources for you to share freely on your social media accounts. Save time and post from our social media content library.

The above offerings are just a sample of what we provide to our advisors. For more offerings and further details on any of our services, please contact us.

INTERESTED IN LEARNING MORE?

About Our Broker-Dealer 

VIEW CAMBRIDGE ONLINE >

1776 Pleasant Plain Road
Fairfield, IA 52556-8757

641-472-5100  |  
800-777-6080 

Premier QUICK LINKs

5004 Lenker St. #200
Mechanicsburg, Pa 17050

800-784-2266  |  717-737-2001

Request form for Premier services PDF

Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Premier Wealth Management, Inc. and Cambridge are not affiliated.

For Financial Professional Use Only | Copyright © 2016-2019 Premier Wealth Management, Inc. All Rights Reserved

800.784.2266 Toll Free | 717.737.2001 Phone | 717.737.3115 Fax | 5004 Lenker Street, Suite 200, Mechanicsburg, PA, 17050