Premier Wealth Solutions, LLC

Premier Wealth Solutions is a registered investment adviser serving individuals (including high-net-worth clients) and businesses, offering one-time and ongoing financial planning, discretionary and non-discretionary asset management, company retirement planning, and risk assessment/management services. The firm manages roughly $17 million for a small client roster and provides tailored planning engagements in addition to ongoing portfolio supervision.

The firm customizes investment advice with an Investment Policy Statement for each client, relying primarily on fundamental analysis and generally following a buy-and-hold approach while permitting shorter-term trading when appropriate. For employer clients it evaluates retirement plan platforms and investments and provides participant education as part of its retirement plan services.

A distinctive feature is that the adviser also operates as a licensed insurance agency and sells insurance products (life, disability, long‑term care, annuities), receiving commissions and occasional incentive compensation from insurers—conflicts the firm discloses and says it seeks to mitigate through fiduciary practices and client disclosure. The brochure also highlights the firm’s provision of participant education and workshops for retirement plans, a service offering that is less common among peers.