Wealth Planning

Tailored to you

There is no one-size-fits-all when it comes to financial goals and needs. Our bespoke solutions help you build a long-term strategy that protects, builds, and transitions your wealth for financial peace of mind.

Premier Service

A Boutique Approach to Wealth Management

Goal-Based Planning

By beginning with the end in mind, our team of CFP® Professionals create a comprehensive financial plan, bespoke with each of your exact goals. We then take all financial aspects into account including investing, insurance, estate planning, and taxes.

Fiduciary Investment Management

As fiduciary financial advisors, we always act in your best interests when making investment decisions. Utilizing a time-tested and efficient approach, we use a systematized and unbiased investment process to tailor our recommendations to your needs. The result is an investment portfolio aligned with your financial plan's goals, always placing your priorities at the center.

Personal Financial Management

By harnessing the power of technology, we are able to streamline your financial organization and reporting. As a result, we can aggregate and track relevant assets and their values, organize important documents safely, and track your net worth.

Retirement Planning

With our help, you can design a plan for retirement that adapts to your changing circumstances. We offer solutions that can help you live the life you've always wanted, no matter where your career journey takes you.

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 and 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.

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.

Start a dialogue

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.

Are We A Fit? Contact Us