Welcome and thank you for visiting our website! Premier Partners Wealth Management is a local team of independent advisors here to help you navigate the complex choices and challenges that planning for the future can bring. Whether your financial goals are a far off dream or a soon to be realized reality, the steps you take today can help you enjoy independence and security throughout all the stages of your life. We have diverse expertise and deep knowledge of our clients sophisticated financial needs and are committed to earning your trust by putting your interest first in everything we do.
Please explore our website to learn more about our team and find helpful links to more information. Follow the link directly above for a Free Portfolio Risk Analysis. Your results can help us evaluate how your current portfolio lines up with your tolerance for risk. We encourage you to reach out to us with any questions or to schedule an appointment with any member of our team.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
An inside look at how marginal income tax brackets work.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Do you have an estate strategy? You should.
Knowing your options when a CD matures can help you make a sound investment decision.
Second marriages are a trigger event to revisit any existing estate strategies.
Your credit score may influence how much you pay for auto and home insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
With alternative investments, it’s critical to sort through the complexity.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.