Premier Wealth Management

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Premier Wealth Management Creating Solutions to Serve YOU! Helping you turn financial goals into lasting plans—whether it’s retirement, saving for college, or building wealth. "

With Premier’s experience and guidance, you don’t have to plan your future alone. About Premier Wealth Management, Inc. Your financial situation is unique to you and you deserve a personalized approach to your financial well-being. Our financial professionals are here as your personal coach understanding your financial values, consulting you to identify your financial priorities and then partnering with you to create a personalized road map to your financial goals. No two roadmaps are the same. You deserve a financial professional who will be with you every step of the way. Coaching and consulting you to the finish line of obtaining your financial goals. "Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Premier Wealth Management are not affiliated.

“Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/16/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

Fall has a way of sneaking up on us. Between the cooler temperatures and the shorter daylight hours, so many things are ...
10/15/2026

Fall has a way of sneaking up on us. Between the cooler temperatures and the shorter daylight hours, so many things are beginning to change this time of year. But one thing that will never change is that we are always here for you.

Whatever questions or needs come up this fall, we are right here. Give us a call anytime. We are always happy to help.

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their ...
10/14/2026

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their differences can help you make the best decision for your team. Swipe through for a breakdown.

Have questions about which plan is right for your organization or how to implement a competitive retirement offering? Give us a call today.

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning...
10/12/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supp...
10/09/2026

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supporting their workforce's retirement readiness. Swipe through for a closer look at ways employers can support retirement readiness and help employees prepare for the years ahead.

If you are interested in strengthening your retirement planning benefits strategy, reach out to us today. We are here to help.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
09/30/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially...
09/28/2026

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially launched in July. Swipe through for answers to a few key questions and facts.

If you have questions about long-term investing, saving for your children's future, or how different investment strategies fit into your overall financial plan, please don't hesitate to reach out. We are happy to help.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/17/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

Address

1011 Mumma Road, Suite 100
Wormleysburg, PA
17043

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

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