Welcome! Premier Partners Wealth Management is a locally owned small business 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 confidence throughout all the stages of your life.
Please explore our website to learn more about our team and find helpful links to more information. Follow the link directly below 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
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
View all articles 
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.