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®
  • Mark Pierce, CFP®
  • Ryan Sant

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.

Formerly Sant McMahon – same great people and service…just a new name.

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Most Recent Article

Which College Savings Plan Is Right for You? Learn the advantages and drawbacks of three college savings plans.

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