Premier Wealth Management, LLC

Premier Wealth Management serves individual clients with portfolio management delivered primarily through relationships with third‑party money managers and a co‑advisor arrangement; the firm also provides financial planning and consulting services. Clients retain custody of their assets and the firm acts as a liaison—helping with account setup, paperwork, and ongoing oversight of third‑party managed accounts.

The firm’s investment work centers on selecting and maintaining model portfolios provided by a co‑advisor and third‑party managers, with limited discretion to choose models but not individual securities within those models. Financial planning incorporates fundamental and technical analysis and periodic account reviews, while trade execution and custody are handled by the third‑party managers and custodians.

Notably for a small firm, the managing member maintains an active insurance practice and devotes a substantial portion of time to insurance sales, and the firm may recommend insurance products to clients, a relationship the brochure discloses and describes as a potential conflict of interest. The firm also shares advisory fees with third‑party managers and receives non‑monetary benefits from its co‑advisor tied to production thresholds, and it relies heavily on external managers for portfolio implementation while operating with a small client base.