Premier Life Planning

Safe Money, Planning & Protection

Premier Wealth Management, LLC

A Registered Investment Advisory Firm
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817-737-6818

Generational Vault


Generational Vault is a virtual “safety deposit box” for you to upload important documents, memories and view financial information. Generational Vault is your internet-based tool offering a comprehensive view of your complete financial picture. Please watch the informative video to the right.

Client Account Values
If you are challenged with multiple accounts and statements, the Generational Vault can be your solution. The system is designed to update with your investment values on a daily basis with charts and graphs depicting results. Now, you can easily view the whole portfolio to make sure your investments are doing exactly what they are supposed to do.

Financial Reporting
Net worth and cash flow statements are fluid. As life changes, so does your net worth and cash flow. With the included financial reporting tools, you can see an up-to-date snapshot of your financial life. This will help you make decisions about budgeting and investing to achieve financial success.

Online Vaulting and Storage
Organize your personal documents and financial statements with the Generational Vault. It was designed to serve as an online filing cabinet. You and your financial services professional at Premier Wealth Management will be able to upload personal financial documents to your virtual vault. Viewable 24 hours a day and seven days a week, you can always access your most important information … all you need is internet access.



Market Watch


How Alarming is the U.S. Federal Debt?

How Alarming is the U.S. Federal Debt? April 13, 2017 | Print View Since the lows of 2009, the U.S. stock market (S&P 500) has tripled as the economy and corporate profits have recovered. The federal debt levels of the U.S. government have almost doubled in the same time period. […]
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“We Have Reached Our Cruising Altitude”

“We Have Reached Our Cruising Altitude” May 2, 2017 | Print View Those are always comforting words when flying. The pilot will usually follow up with a comment about turning off the seatbelt light and telling passengers they are free to move about the cabin. There is usually a safety […]
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Embrace The Moment

It is important to have and maintain the proper perspective and attitude in your financial journey. The lenses through which we view the world shapes both our market and political views. When your eyes become older, or shall we say more experienced, you realize two lenses may be required to […]
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The Road Ahead

January brings a New Year with new political leadership and a new set of economic and political uncertainties. This is both normal and healthy. Learn to embrace change and volatility as it often creates long-term investment opportunities. Since we do not have a crystal ball, we evaluate the road ahead […]
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Year In Review

The year was a tale of two markets. The first six weeks belonged to the bears, and the last six weeks the bulls were in charge. The bulls had the final say once again. The year got off to a rough start as major stock indices were down double digits, […]
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Energy Inflection Point Upon Us?

Energy Inflection Point Upon Us? April 11, 2016 The stock market has rallied off the lows of January/February to stand slightly positive for the year. Part of the story has been the decline and subsequent recovery in oil prices during the first quarter. Oil prices and stock prices seem to […]
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Value/Dividend Paying U.S. Stocks Rebounding on Fundamentals

Value/Dividend Paying U.S. Stocks Rebounding on Fundamentals March 23, 2016 Growth stocks out-performed the overall market for the two years ending December, 2015. During that time growth stocks rose more than 15% while the S&P 500 rose by nearly 12%. Value stocks during the same time rose just about 8%. […]
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Why Include Gold in Your Portfolio Now?

Why Include Gold in Your Portfolio Now? February 26, 2016 Gold serves several purposes in a portfolio. For the last four years, there has not been much interest in the metal, but investors have been buying recently. In fact, the price of gold is up 15% year to date, its […]
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Where Do We Go From Here?

Where Do We Go From Here? February 15, 2016 Investors around the world are concerned these days about the stock markets and their respective economies. The laundry list of concerns is lengthy and includes: Global economic slowdowns, especially in manufacturing Looming recession in the US and other countries Bond market, […]
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January Market Melt Reveals Opportunities

January Market Melt Reveals Opportunities February 1, 2016 The market sold off in the first few weeks of January, spooked by the new year’s hit to the normally volatile Chinese stock market and compounded by anxiety over the quarterly earnings reports and outlooks. Early in the month fears affected nearly […]
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