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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4pm

Premier Wealth Management

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United States
Wormleysburg, PA
Premier Wealth Management

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Creating Solutions to Serve YOU! Helping you turn financial goals into lasting plans—whether it’s retirement, saving for college, or building wealth. "

With Premier’s experience and guidance, you don’t have to plan your future alone. About Premier Wealth Management, Inc. Your financial situation is unique to you and you deserve a personalized approach to your financial well-being. Our financial professionals are here as your personal coach understanding your financial values, consulting you to identify your financial priorities and then partnering with you to create a personalized road map to your financial goals. No two roadmaps are the same. You deserve a financial professional who will be with you every step of the way. Coaching and consulting you to the finish line of obtaining your financial goals. "Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Premier Wealth Management are not affiliated.

“Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

11/03/2026

November is a month that naturally turns our hearts toward gratitude and generosity. For many, that includes thinking about charitable giving before the year ends. But how much do you know about the financial side of giving?

Swipe through this month's quiz to find out!

If you have questions about incorporating charitable giving into your overall financial plan, give us a call. We are here to support your financial journey.

10/23/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

10/21/2026

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today. We are here to help.

10/20/2026

On Friday, 10/16, a few members from Premier Wealth Management attended the annual John Maxwell Live2Lead event held in Lancaster PA at Shady Maple Smorgasbord. This event was hosted by Steve Goble a local John Maxwell Leadership coach.
Five speakers, including John Maxwell, shared on leadership principles both in personal and business contexts.

As one of the sponsors, we were honored to be promoting this event, hosting a few guests, and making connections with over 300 business leaders in the marketplace.

10/19/2026

When was the last time you evaluated your company's 401(k) plan? A regular benchmarking review can help determine whether your retirement plan is delivering the value, features, and support your employees deserve while helping you meet important fiduciary responsibilities.

Swipe through for a few reasons why benchmarking matters.

Industry guidance often recommends reviewing your 401(k) plan every three to five years to help maintain compliance, competitiveness, and value for participants. Contact us to learn more about benchmarking your 401(k) plan and how a review could benefit your organization.

10/16/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

10/15/2026

Fall has a way of sneaking up on us. Between the cooler temperatures and the shorter daylight hours, so many things are beginning to change this time of year. But one thing that will never change is that we are always here for you.

Whatever questions or needs come up this fall, we are right here. Give us a call anytime. We are always happy to help.

10/14/2026

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their differences can help you make the best decision for your team. Swipe through for a breakdown.

Have questions about which plan is right for your organization or how to implement a competitive retirement offering? Give us a call today.

10/12/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

10/09/2026

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supporting their workforce's retirement readiness. Swipe through for a closer look at ways employers can support retirement readiness and help employees prepare for the years ahead.

If you are interested in strengthening your retirement planning benefits strategy, reach out to us today. We are here to help.

Address

1011 Mumma Road, Suite 100
Wormleysburg, PA
17043

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4pm

Website

http://premiercir.com/

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