Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free resources.

FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Premier Wealth Management Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Premier Wealth Management Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

    First Name*

    Last Name*

    Email*

    Phone Number*


    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Portfolio Management

    Our team has a disciplined and proactive investment approach driven by our investment committee.   Learn More

    Risk Management

    Our insurance specialists will identify areas that could negatively impact your short and long term financial goals. Learn more

    Tax Planning

    It is always a good idea have a second set of eyes review your situation to identify any potential areas for improvement.  Learn more

    Wealth Planning

    Our Comprehensive Wealth Management Team will work with you to evaluate your current financial needs and analyze your family’s goals for the future. Learn more

    Estate Planning

    For many people, family and charity are high on the list of those who should benefit from their lifetime of work, but they don’t correctly understand how the estate will be transferred. Learn more

    Connect with an Advisor

    Please provide your name and email and we will have an advisor contact you.

      First Name*

      Last Name*

      Email*

      Phone Number*


      Personalized Wealth Management

      Premier Wealth Management Group mission is to help our clients plan and implement strategies to accomplish their personal and financial goals in any, and all phases of their lives by developing a relationship with each client based on trust, professionalism and competence. We are a wealth management firm based in North Dakota serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Premier Wealth Management Group help you on your True Wealth journey.

      Investment Management

      Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

      Read more

      Carson Group Partners

      Carson Group Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

      Read more

      Our Locations

      Headquartered in Cando, ND, Premier Wealth Management Group has office locations and advisors across the North Dakota. Contact us today to speak with a wealth advisor or financial professional nearest you.

      Read more

      Insights

      Premier Wealth Management Group’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

      Video
      Getting the Most Out of Your College ...

      Carson’s Senior Wealth Planner Beth Schanou and Director of Retirement Research Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar

      Read More
      Market Commentary
      Market Commentary: Inflation Could Be On the ...

       Producer prices climbed 4.2% last week (Figure 1). Energy prices contributed to the largest gain since the index rose 4.5% in September 2011. The jobs market continues to see a high level of initial jobless claims while steady progress is being made in reducing the number of unemployed receiving continuing benefits. Last week initial claims rose 16,000 to 744,000 and continuing claims dipped by 16,000 to 3.7 million.

      Read More
      tax tips, financial planning
      Monthly Newsletter
      How a 529 Plan Can Help You Save ...

      Despite an evolving society, college is still a right of passage for many. We pack the family SUV with suitcases and dreams and take the young hopeful on to their next adventure.

      Read More
      Blog
      Traditional or Roth – Which IRA Works for ...

      By Michael Gruidel, Financial Planning Administrator Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. 

      Read More
      Blog post
      • The Cost of Infertility: How to Navigate the Finances of IVF

        By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private part of their life.Read more

      Weekly Market Commentary