COORDINATION & PLANNING

Family Office

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 6 years in a row. This distinction is a minor by-product of our dedication to our clients and their success.

2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 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

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.