Premier Wealth Management

When you become a Premier Wealth Management client, you gain access to a dedicated team of seasoned professionals, each bringing specialized experience to manage and protect your wealth. Your team includes a Senior Investment Counselor, a Financial Planning Counselor, an Estate Planning Professional, a Portfolio Analyst and Tax Specialists, among others. Together, they ensure your wealth management strategy is seamless, cohesive and tailored to your needs, so you can focus on what matters most to you.

Meet with a representative in your area to learn more about how we can help you with your holistic wealth management strategy.

Managing and transferring significant wealth requires thorough, forward-thinking planning. Our in-house estate planning professionals work closely with you to ensure your estate is structured efficiently and aligned with your goals for wealth transfer. From comprehensive estate plan reviews and recommendations on tax-efficient strategies to engaging and preparing the next generation of heirs, we’re here to support you at every stage. Click here to learn more about our comprehensive financial planning services or make an appointment today. We help you safeguard your legacy and empower your beneficiaries to take on their future with confidence.

Stay engaged and confident with our comprehensive library of materials, including investment insights, financial planning guides and market updates. These resources are designed to provide you with the knowledge needed to make informed choices about your financial future. You can also expand your understanding and network through our exclusive in-person and online client events, which explore key topics like tax strategies, estate planning and market trends. All events are designed with the specific needs of high-net-worth individuals in mind, offering both actionable insights and opportunities to meet tenured Fisher employees and fellow Fisher clients.