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.
Tell us a little more about your investment objectives and level of comfort with risk.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our team has a disciplined and proactive investment approach driven by our investment committee. Learn More
Our insurance specialists will identify areas that could negatively impact your short and long term financial goals. Learn more
It is always a good idea have a second set of eyes review your situation to identify any potential areas for improvement. Learn more
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
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
Please provide your name and email and we will have an advisor contact you.
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.
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.
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.
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.
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
by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services
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