Here are some of the solutions we provide for our clients:

Individuals and Families

  • Comprehensive Wealth Planning
  • Wealth Education
  • Retirement & Cash Flow Planning
  • Family Governance
  • Credit Solutions
  • Charitable Giving Strategies & Philanthropy
  • Risk Management
  • Tax Minimization Strategies
  • Education Planning
  • Investment Solutions
  • Generational Wealth Transfer Planning

Business Owners & Executives

  • Business Services Planning
  • Credit & Liquidity Solutions
  • Pre-Transaction Planning
  • Corporate Retirement Plans
  • Business Succession Planning
  • Mergers & Acquisitions
  • Qualified & Non-Qualified Compensation
  • Incentive Stock Plans
  • Executive Benefits
  • Risk Management

We aim to be your premier financial resource for your questions, challenging situations and opportunities.

Our Strategic Relationships

As an independent firm, we offer a ‘triangulation of advice’ – in which our advisory role is distinct from both the financial companies whose products we may recommend, and the custodian we’ve chosen to hold our clients’ assets. Together, these three elements of our relationship – advice, solutions, custody – unify to serve our clients; however, as they are provided by distinct entities, this structure allows Premier Path to reduce potential conflicts of interest.

For the convenience of our clients, we are able to work with multiple custodians, including Fidelity.

Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

Premier Path is a member of the Dynasty Financial Partners network, one of the wealth management industry’s pre-eminent independent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center.