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.
Helpful Content
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Doubling Your Money
This calculator demonstrates the power of compound interest.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.