Premier Wealth Advisory Services
Personal Financial Planning and Investment Advice

As fiduciaries we are entrusted and required by law to put our client’s best interest first at all times. Similar to the Hippocratic Oath for physicians, the Fiduciary Standard places us under both a legal and moral obligation to put our clients’ best interest ahead of our own. You might find it odd (as we do) that not all financial advisors are held to this same standard. In many cases, financial advisors are simply held to a Suitability Standard, which only requires them to make recommendations that are suitable for their clients, not necessarily what is best for them.

As fee-only advisors, the only compensation we ever receive comes directly from our clients. You can rest assured knowing that the only person we work for is you. We don’t receive commissions, kickbacks, or hidden compensation from any third party for making certain investment recommendations. As fee-only advisors we sit on the same side of the table as you.

Premier Wealth Advisory Services mission is to inspire our clients to achieve their goals through education, communication and service, which exceeds their expectations. We have over 25 years of experience providing sound financial advice for both individuals and businesses.
At Premier Wealth Advisory Services, we stay true to our core values, mission and vision so you can benefit from our loyal commitment to execute on your needs. Our core values are Professional Knowledge, Integrity, Personalized Service and Teamwork.
Reach out to us anytime and we will be happy to answer your questions. You can also schedule call here Gary Cassell
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