Premier Wealth Planning
We are an independent boutique-style wealth management business designed to help pursue your financial goals. Our company works hard to build trust and long-lasting relationships with our clients.
Our firm is partnered with National Securities Corporation, a full-service broker-dealer providing a complete range of investment products and independent research. National Securities Corporation offers us quality support and state-of- the-art technology to help service and focus on our clients.
Investments that you entrust to our firm are placed in custody with Fidelity’s clearing firm, National Financial Services LLC (NFS). National Financial Services is a Fidelity Investments company and a leading provider of clearing and custody solutions for over 30 years. Fidelity Investments is one of the world’s largest providers of financial services. When selecting your financial professional, considering who they use to custody your investments can be critical.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.