Premier Services

Premier offers a variety of services to help our advisors reach their full potential and focus their time where it matters – with their clients. Many of our services are free!

Our virtual assistants


Provides virtual assistance services including paperwork.


Provides virtual assistance services including paperwork.


Provides marketing services, graphic design and social media.


Provides services including case reviews and paperwork.


Provides virtual assistant services including research assistance.


Our virtual assistant program provides trained Premier Wealth Management® staff within our organization who can provide you with selected areas of assistance such as clerical help, marketing and graphic design, research,financial planning, and more. If you are in need of assistance but are not ready to hire full-time staff, then our virtual assistant might just be a perfect fit for you practice. It’s the perfect staffing bridge for the sole proprietor or even larger multi-advisor offices in need of a helping hand.


We offer a 28-page catalog filled with many marketing pieces that can be quickly personalized for your use. For unique marketing pieces, logos, signage and more, we offer graphic design assistance as an extension of the virtual assistant program. We also offer custom web design, a client newsletter service and social media consultations, set up and a content library filled with items that are ready for posting and sharing with your followers. Marketing your business matters and we are here to help.

Practice management

Finding the right resources to help you run your day-to-day business can be daunting. We can help you find solutions that fit your specific needs like office efficiencies and organization, designing and implementing a client engagement process, client communication, choosing outside vendors and technology to help your practice run more efficiently. Business coaching, defining your niche, transitioning to a fee-based practice, and more! Our goal is to help you grow and sustain your business for long-term success.

"Premier's services are invaluable."

The virtual assistant/marketing services through PWM have been invaluable to me over the last year and are a big part of my growth plans.  I used the CIR virtual assistant for about 5 years and have found PWM’s to be much better.  Everyone has been great to deal with. Thank you for all of your help!

– Dan T. | Advisor | Cockeysville, MD

"The content library is a great idea!"

The social media content library is a great idea!  Just made my first LinkedIn post with it.  ?  Thanks for your help.

– Dan T. | Advisor | Cockeysville, MD

"Wow! Loved It."

Wow!  Loved it.  Kudos on your first issue.  The information was relevant, easy to use, not too dense.  The font and the size of the font were great.  Your photo, Liz, was very flattering.  Every page had something relevant that I could use, well except for the student loans pages.  Will try the recipe at our next Quaker meeting event.  And I loved the quotes!

Good job well done ladies!  Looking forward to the next issue.

– Sally | Recipient of Premier’s Client Newsletter Service

"Premier's social media content library is a great value add"

This is huge – great value added – thanks so much!

– Bill R. | Advisor | Doylestown, PA

"They Look Fantastic!"

Wanted to let you know that the banners arrived today. They look fantastic! Thank you again for all of your hard work. 

– Michele W.| User of Premier’s Marketing Assistant | Bel Air, MD

"Highly recommend Premier's Web Design"

I would highly recommend the website design service offered through Premier Wealth Management. I was in direct contact with the designer who was extremely responsive. They took time to work through my vision with me. They were timely in completing the deign and changes. Once I was satisfied with the final product, my site was connected with my email service, they guided me through setting up my Google Business page, and set up Google Analytics to my site. In addition, by using Premier’s service, they communicated with compliance, which made it a seamless process for me.

– Liz K.| Advisor | Thornton, PA


About Our Broker-Dealer 


1776 Pleasant Plain Road
Fairfield, IA 52556-8757

641-472-5100  |  


5004 Lenker St. #200
Mechanicsburg, Pa 17050

800-784-2266  |  717-737-2001

Request form for Premier services PDF