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
Becoming A Client Hero Shape

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.


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.