Premier Wealth Management - Home
Trustworthy. Responsive. Independent.
There is an award-winning team of wealth managers passionate about independent advice and providing world-class service who can help you pursue your vision in nearly any economic climate:
- Steve Sant, CFP®
- Bob McMahon, CFP®
As independent advisors we work for you—not some big company—placing your best interest first.
We help you answer the big financial questions in your life like:
- How do I know when I can afford to retire?
- How can I reduce the amount I pay in taxes?
- How should I allocate my portfolio to maximize my chances of reaching my goals?
- When should I start taking Social Security?
- How do I know if I need a will?
- What is the best way to plan for my kid’s education?
- How much insurance, and what kinds of insurance do I need?
- Why should I work with a CERTIFIED FINANCIAL PLANNER™?
Premier Wealth Management is a NABCAP Premier Advisor...
"a member of an exclusive group who represents
the best in quality Wealth Management."
NATIONAL ASSOCIATION OF BOARD CERTIFIED ADVISORY PRACTICES
In distinguishing a firm as a Premier Advisor, NABCAP uses 20 criteria, including years of experience; planning, investment, and risk philosophies; fees/cost structures; and customer services models. No fee is paid to be considered. The distinction is not indicative of any investing performance or future client experience.