On Your Own But Not AloneYou maintain your independence while gaining a nationwide support group of financial professionals
"What a wonderful team"
“I cannot even begin to express the deep gratitude I feel to be working with each one of you at PWM – what a wonderful team and I feel so blessed to be a part of it!”
"They have earned my trust"
“Bob and Traci have both been true advocates for me. They have earned my trust, confidence, and respect.”
– Steve M.
"They have added value"
“Bob, Traci, and their team have been an integral part of our business. We see them as a natural extension of our firm and believe they have added value over and above simply being a typical OSJ Supervisor.”
– Bryan K.
"Given me freedom"
“My affiliation with Premier Wealth Management®, Inc. has given me the actual freedom
I had been looking to have for years.”
– Ray K.
"I could not have made a better choice"
“Premier Wealth Management®, Inc. has built a culture with its Rep/Advisors and throughout the branch.
This is a culture that is true to my way of running a business. For me, I feel I could not have made
a better choice than Cambridge and Premier Wealth Management®, Inc.”
– Andy N.
Take Back Your Quality of Life
With Premier you are on your own but not alone. We give you the tools to run your business in a efficient manner so you can also enjoy a better quality of life. If you are looking to grow your independent business and want a dynamic support group of financial professionals with years of proven success, then start by contacting us today. You can expect a no-nonsense, hands-on approach as we work together to build your business and reach your goals. Take back your quality of life!
Who We Are
Premier Wealth Management® is a full-service financial firm dedicated to helping our advisors develop
their skills, attain their professional goals and build their practice.
Our team is here to help.
Practice DevelopmentWe will partner with you to help you develop a personalized business plan while giving you the freedom to structure your business in a manner that best serves you, your firm and your clients.
Business ContinuityYou can feel confident that we have looked at the future of our business and chosen a path that will allow us to preserve the independence and control that we have built over the years.
We Are Located Nationwide
Advisors can be found in 13 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. Move your cursor over our interactive map to see how many advisors we have in each state.
Contact Us Today!
800.784.2266 Toll free | 717.737.2001 Phone | 717.737.3115 Fax
Experience the Difference
If you are looking to grow your independent business and want a dynamic support group of financial professionals with years of proven success, then start by contacting us today. You can expect a no-nonsense, hands-on approach as we work together to build your business. You steer the direction and choose the solutions that best fit your needs, while we offer the support you need to achieve your goals.