Our History

At Premier Wealth, we believe that experience is the best educator. Our advisors are experienced professionals with an array of backgrounds in financial education. But the advice they offer goes beyond what the textbooks taught them.

At first glance Premier Wealth looks like a typical financial planning firm, yet it is anything but that. From the moment our three principals met, in a shared office space where they each ran independent practices, things were different. Their friendship was built on the collaborative environment they unwittingly created by bouncing ideas and issues off each other. Everything started when the seeds of open communication and transparency were sown.

All three went in different directions for a time, but maintained their friendship, often seeing each other at industry conferences, and going to dinners and on camping trips with their families. It was during these interactions that the topic of creating their own firm often came up. When they had finally decided to make it happen, and had put most everything into place, Ari was diagnosed with Lymphoma. Joe took over much of Ari’s responsibilities, and together he and Josh supported Ari and his family through two long and hard years.

This experience solidified not only how well the three advisors worked together, but how much of a family they had become. With Ari healthy and all things in place Premier Wealth Advisors was born in 2016.

Out of all the lessons in financial advice we can give you, the best are the ones that we have learned from life. That is why we pride ourselves on creating plans that are personal, flexible, and understanding of your experiences.