Family Office

COORDINATION & PLANNING

Our Family Office services allow us to act as your personal financial organizer in cooperation with the rest of your family’s trusted professionals. To ensure nothing is left unnoticed, our team can organize and lead tax experts, attorneys, bankers, private equity partners, businesses, realtors, insurance agents, and any other professionals who intersect with your finances. The goal is to ensure all aspects of your financial life are coordinated and directed toward your unique goals and needs. As a result, we can help protect your most precious resource, your time.

Premier SERVICE

Specializing in What Matters Most

Financial Concierge

We act as a concierge for you or your family, striving to add more value to all areas of your daily life and handling your personal and business affairs to keep things feeling manageable and streamlined. We’re here to listen to your needs and lifestyle goals.

Wealth Management

We offer investment management for our clients through a variety of time-tested strategies, while maintaining the priority of preserving what you’ve built by identifying, analyzing, and taking steps to mitigate financial uncertainty.

Financial Coordination

In order to address the legal, tax, investing, and other aspects of your financial life, you may need the assistance of multiple advisors. It can be challenging and time-consuming to manage a complex financial life when all of these elements are woven together. With our team, you can maintain a single view of all your accounts, policies, and other monetary elements in order to save time and ensure everything is working together. In essence, we’ll be the single point of contact in your financial life to orchestrate all of the moving pieces.

Legacy Planning

Through careful and strategic legacy planning, we help you manage the complex web of estate taxes and laws as well as family or business issues. It is our goal to help you leave more of who you are and what you love to your family, or to the community.

AWARD WINNING

We Are Proud Leaders in Our Industry

Premier Private Wealth is pleased to announce our President Michael Comstock CFP®, AIF® has been recognized as Forbes Best-In-State Wealth Advisors for the past 5 years in a row. This distinction is a minor by-product of our dedication to our clients and their success.

2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Success Stories

Hear From Our Clients

Rob & Liz W.

In anticipation of a future business exit, we wanted to build an early relationship with a private wealth manager to come up with both a financial planning game plan and a family plan for a variety of planning needs, not JUST a “how do we save, grow, and/or spend our wealth” plan. Not only did Premier Private Wealth spend all the time we needed in answering questions, they helped us line up estate planners, accountants, and offered assistance with a truly wide range of personal needs to ensure we were ready. We’re pleased and proud to say that our family net worth is extremely high, and we rest well at night knowing we have a strong collaborative partner with Premier Private Wealth, who knows us well and anticipates our needs.

David B.

For over 25 years, Premier Private Wealth has provided our family with invaluable and trusted advice. Much more than just a financial planner, the staff at Premier works with you on all aspects of your life goals. They are exceptional at listening to your needs and mapping out a successful path to your long-term strategies.

Catherine H.

Michael Comstock and the team at Premier Private Wealth have been my financial advisors for more than twenty years. I appreciate the individual attention the team provides and the wonderful relationship that we have developed over the years. They have helped me focus on the long term, avoiding buying into the latest investment fad and not overreacting when the numbers fall. They have taken my goals, preferences, and changing life circumstances into account to develop and maintain a portfolio that reflects my particular requirements.

Craig C.

The level of service and attention provided by Premier surpasses anything I have encountered in my nearly 30+ years of working with financial planners. If only everyone I work with provided the service, attention and professionalism displayed by my Premier financial advising team.

Disclosure Statement

The statements were provided on January 17, 2023, by clients of Premier Private Wealth. These statements may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. No compensation was provided to these clients for making these statements.

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Prioritize Your Financial Interests

If you’re ready for a partnership that gets to the heart of your financial goals and best wealth management interests, reach out today to learn how Premier Private Wealth can help.

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