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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Women must be ready to spend, on average, more years in retirement than men.
Pundits say a lot of things about the markets. Let's see if you can keep up.