Get Started on the Path to Financial Peace of Mind
Beholden only to you, Premier’s comprehensive approach to financial well-being gives you the opportunity to enjoy the good things in life and the support to weather the storms when they come.
Get started with Premier
Are You Ready to Become a Premier Client?
Here’s what you’ll need to get started:
Preferred minimum $500K in investable assets
Willingness to participate in the equity marketplace
Long-term outlook
An appreciation for professional advice
Ready to Get Started? Here’s What to Expect As You Become a Premier Client.
Step 1: Discovery
Discovery conversation and discussion of Premier’s services
Step 2: Information Gathering
Information gathering and continued discovery
Step 3: Analysis
Analysis and formulation of recommendations
Step 4: Plan Overview
Presentation of recommendations and outline of the plan
Step 5: Implementation
Implementation of the plan
- Open new accounts
- Transfer assets
Average timeline: 2-4 weeks
Seamless Asset Transfer
We take care of moving assets and even do the paperwork so that our clients experience easy and seamless management and transfers.
The Premier Client Experience
Annual Strategy Meetings
At least once a year we formally meet and review your situation and confirm that your strategy reflects your current needs and aspirations.
Advice — Call Us
We provide high-touch service and relationship management. As a client, you’ll have access to the entire Premier team, so you can get the advice you need when you need it.
Transparency and Trust
We aim to be our clients’ long-term partners in wealth generation. We treasure the multi-generational relationships based on integrity that we’ve built through our commitment to our clients.
Transitions and How We Help
Premier’s comprehensive financial advice and coaching helps clients to navigate life’s transitions, ensures seamless transfers, and the ability to provide for future generations.
Always by Your Side
When we welcome you into the Premier community, we commit to being your biggest champions; helping identify financial goals, celebrating successes, and guiding you during challenging times.
Access to Thought Leadership
Premier clients receive ongoing access to up-to-date information on financial markets and news and educational opportunities to improve their financial acumen.
Documentation
We provide complete documentation and reporting. No burdensome bureaucracy, no mind-numbingly repetitive forms. Our white-glove service makes on-boarding smooth, and offboarding equally simple if you ever want to leave (we hope you won’t!).
Transparent Fees
Our clients appreciate our competitive and transparent fee structure and the knowledge that we work on a fee-only basis to maximize their returns.