With Premier Wealth Management® financial professionals maintain independence while gaining a nationwide support group of fellow financial professionals.
They did it. So can you!
Our financial professionals come from many different backgrounds but all wanted the same thing – independence. They wanted the freedom to control their own careers, the flexibility to focus on what’s really important, and the resources to run their businesses successfully.
Guidance and Ideas to Help You Grow
Every step of the way, we’re right beside you to share our numerous resources, like marketing services and business coaching, gained through years of experience, while offering unparalleled support.
Flexibility to Work From Anywhere
You are in charge of your location! Work from home, in your own office, or from one of our spaces in various locations. Join a financial professional in an existing office. The possibilities are endless!
Regain the Balance You Deserve
You can have a career you’re passionate about while also spending more time with the people who matter most to you. Find the freedom of balance and regain your quality of life!
You do you! We will help guide and coach you to obtain your business goals while you remain independent.
Independence doesn’t mean doing it all alone. We have multiple services designed to help you so you can focus on your clients. We also work to help guide you toward your business goals with coaching and mentoring along the way.
Coming from diverse backgrounds our financial professionals learn and grow from one another, even becoming life-long friends.
We have been transitioning financial professionals to Cambridge and our group since 1999 and have a proven process. We also partner with Cambridge, which has one of the industry’s leading transition teams. With our years of experience, training opportunities, and forms technology, we do everything we can to streamline your transition process.
Coaching & Practice Management
With a combined 80 years of experience among our leadership team, we are well experienced in coaching our financial professionals to help them grow. We also offer solutions to help you manage your practice and be most effective in your everyday operation, from technology, documentation, client interactions and more!
Webinars & Events
We offer webinars as well as a live annual conference where you can stay updated and enjoy discussions with your fellow financial professionals. Is there a new complicated compliance rule that was just released? We do all the legwork, break it down and then hold a webinar to help you with it. Maybe there’s a new market trend that could be beneficial to you. Again, we break it down and bring it to you in a webinar. At our live annual conference held at Hotel Hershey, we cover relevant topics along with great networking. It’s an educational and entertaining conference that feels a little more like fun than work.
Our Client Newsletter service provides you with a quarterly newsletter that is 100% compliance approved and ready for you to distribute to your clients. Branded with your logo and colors, it looks beautiful and professional. We write all the articles in house, and they are all original. If you like, you can supply a personal article to be included as well. These newsletters include a combination of personal finance topics, financial education, lifestyle subject matter, motivational topics, and market trends. Trust us on this…..your clients with LOVE it!
You have the opportunity to leverage a virtual assistant who is trained and staffed within our organization. Need help filling out paperwork? We got you. Confused as to what paperwork is needed? Again, we got you. What about esignature, DocuSign or Cambridge’s CLIC system? Need help with that? You guessed it, we got you. Maybe you have had some turnover in your office and need some assistance for just a month or two. Yep, we can help there too.
Would you like your business to last beyond your lifetime? We can help you find a successor, develop a plan, and execute an agreement. Succession planning assures your heirs, and your clients will be taken care of when you decide it is time to retire. A proper succession should also address disability or death due to a catastrophic occurrence. We plan for all scenarios. Are you a younger financial professional looking for a possible seller? We can assist in matching you with a potential seller. In our 20+ years as branch managers we have been able to successfully assist both buyers and sellers through the succession process. We are proud to have participated in many happy and satisfying succession arrangements. Let us help you!
Founded in 1999, Premier Wealth Management® has remained completely independent. This freedom allows us to focus our time on you. We have financial professionals across the nation who are successfully running their own independent businesses. If you are looking to grow an independent business and want complete support from a team of financial industry specialists with years of proven success, then let’s talk!
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 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.
“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
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
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