PREMIER WEALTH PARTNERS, LLC

Overview

Premier Wealth Partners, LLC operates as an independent registered investment adviser serving individual and family clients. The firm combines fee-based financial planning and portfolio management for individuals and small businesses with insurance brokerage services and client education through seminars and workshops. Its advisory remit includes selecting third‑party managers, which positions the firm as a capital allocator rather than a purely self-managed shop. Investment activity centers on public funds and mutual funds as the principal portfolio building blocks, but Premier Wealth Partners also integrates external alternative managers into client plans. The firm reports being an active ESG investor, which suggests ESG criteria are incorporated into manager selection and product choices alongside traditional fundamental and asset‑allocation considerations. Fees are charged principally as a percentage of assets under management, with hourly billing used for some planning or consulting engagements.

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Location & Offices