By Gary Cassell
When life gets busy and overwhelming, it’s all too easy to live on autopilot. But living your life by default won’t get you closer to where you want to be. If you want to identify your goals and dreams and strategically map out a plan to get there, you need to live your life by design. We can help you with that. In fact, it’s what we do best.
Who We Are
Premier Wealth Advisory Services was established with a vision of building deep and genuine client relationships and providing comprehensive financial services with excellence. As an independent firm dedicated to putting your needs first, we understand that your goals and objectives are unique. That’s why we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity, and personalized wealth management services with you.
What We Offer
One of the biggest roadblocks to reaching your financial goals is knowing where to start. That’s why we’ve built our proprietary process to help you evaluate where you stand in the key areas of retirement success and provide a custom road map to optimize your financial situation. Our comprehensive financial planning services include investment management, estate planning, insurance, budgeting, debt reduction, and more. We leave nothing to chance as we guide you along your financial path, providing support and accountability every step of the way.
Who We Serve
While we serve a variety of clients, the majority are families, business owners, and executives. Despite the differences in age or profession, they all share a few things in common. Most of them are retired or within 10 years of reaching this milestone. Our services are uniquely tailored to this demographic and we are familiar with their financial needs and concerns. Also, while our clients would hardly consider themselves rich, thanks to a lifetime of diligent saving and frugal living, they have accumulated a significant retirement nest egg. And last but not least, our clients understand that the success of their retirement is too important to leave to chance and they want to partner with a trusted advisor to expertly guide them.
Why Clients Choose Us
We’re proud to work so closely with our clients and build lifelong relationships. We believe there are a number of reasons why our clients choose to work for us. For one, they trust us. They know that we have the knowledge and experience to take care of their finances, but even more than that, they know we are on their side and will do what’s best for them. We believe this gives our clients confidence you can’t put a price on.
Are You Ready?
If you aren’t already a client and want to take your financial life to the next level, our team at Premier Wealth Advisory Services would love to help you optimize your investments and empower you with a customized plan to make your goals a reality. Reach out to us at (636) 532-7337 or schedule a consultation using our online calendar with any questions.
Gary Cassell is president of Premier Wealth Advisory Services, an independent, fee-only wealth management firm. With over 25 years of experience in the financial industry, Gary is passionate about helping families, business owners, and executives live their lives by design, not by default, through personalized wealth management and unparalleled service. Gary earned a bachelor’s degree in physics from Hastings College and is a long-time resident of St. Louis, where he lives with his beautiful wife and two wonderful children. When he’s not working, you can find Gary spending time with his family, hiking, playing tennis, walking, and brewing beer. To learn more about Gary, connect with him on LinkedIn.