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.
With webinars, conference calls, and live events, it is easy to stay connected and network with your peers.
Coming from diverse backgrounds our advisors learn and grow from one another, even becoming life-long friends.
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
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.
Our advisors have access to The Premier Problem Resolution and Escalation Resource Team.
With a combined 80 years of experience among our leadership team, we are well experienced in coaching our advisors to help them grow.
The Premier Network of Financial Advisors® is designed to show your clients that you are not alone – you have a professional support system.
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!
Premier offers training on various subjects and has access to a multitude of resources to help guide you.
We offer solutions to help you manage your practice and be most effective in your everyday operations. From technology, documentation, client interactions and more!
You have the opportunity to leverage a virtual assistant who is trained and staffed within our organization.
Webinars & Events
We offer monthly webinars, live events and an annual conference where you can stay updated and enjoy discussions with your fellow advisors.
As part of our branch and Cambridge you can receive dicounts on various technology and services that you use everyday!
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
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