About
Learn more about us and what we can do for you.
OUR FOUNDERS
Bob Pugliese and Traci Shughart
Our goal, first and foremost, is to maintain the highest level of trust. Trust of the clients we work with, as well as other financial professionals and businesses. We strive, and succeed, at working for and maintaining the highest ethical standards and character. We have been in business for over 20 years. We have a dynamic back office support team of financial industry specialists with years of proven success. If you are looking for an organization to trust with your finances or to help grow your independent practice, look no further You’ve found your people.
OUR CULTURE
Our culture is based on the foundation of knowing that our financial professionals are on their own, but not alone. Independence, community, support = success! Our financial professionals share the values of integrity, honesty and fairness in their works. While sharing these core values they each have the autonomy to run their own practice and choose how they want to do business. Regardless of business model, if you share our values of integrity, honesty and fairness, we are dedicated to helping you grow.
OUR PROGRAMS AND SERVICES
We offer a multitude of services to help our financial professionals keep their businesses running smoothly and efficiently. We know how much time and effort goes into a building and maintaining a successful practice. We want our financial professionals to be able to focus on what’s important, their clients. Let us help you with the rest! If you would like more information on any of our services, we would love to speak with you. See below to contact us or request more information.
OUR Financial Professionals
As part of our community, you will have access to other financial professionals with a wide variety of practice models and experience from which you can draw upon to hasten your growth and expand your knowledge base. Our financial professionals clear on five different clearing platforms, are fee based, transaction based and hybrid advisors, have solo, silo and ensemble practices, are CPAs and CFPs, are group pension specialists, trust specialists, divorce specialists, and more. Use the “Search Our Advisors” link at the top right corner of your screen to meet some of our advisors.
“You will be the same person you are today five years from now except for the books you read and the people you associate with.” – Charlie Jones
OUR FUTURE
To ensure the long-term success of Premier Wealth Management® we are deeply passionate about running a successful branch, and supporting our family of financial professionals while, at the same time, creating a great work place environment for the employees of Premier Wealth Management®.We have a business continuity plan in place to ensure the long-term continuation of Premier Wealth Management®. Our branch managers and select OSJ designees span age groups and are on course to continue our enterprise successfully into the future.We are committed to adding qualified staff to our team as needed to ensure we can meet the servicing demands of our ever-growing family of financial professionals. Together we can all share in our mutual long-term success!
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 financial professionals since 1999! With a multitude of services to help keep their businesses running smoothly and efficiently, we want our advisors to be able to focus on what’s important, their clients. Let us help with the rest!
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