Premier Life Planning

Safe Money, Planning & Protection

Premier Wealth Management, LLC

A Registered Investment Advisory Firm
Contact Us Today

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


Stocks, Oil and Volatility

Stocks, Oil and Volatility January 25, 2016 Last week the S&P 500 had a positive week for the first time this year. The first two weeks were down significantly. Investors are concerned with the following issues: Will the US economy go into recession (we think it will not) Are corporate […]
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China Pressures – A Not So Happy Start to the New Year

China Pressures – A Not So Happy Start to the New Year January 11, 2016 Stock markets around the globe fell in the first few days of the new year, for the worst opening week ever. It started in the mainland Chinese stock markets and dragged down Europe and the […]
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The Energy Markets

The Energy Markets December 14, 2015 Oil prices dived again last week as oversupply woes continued to weigh on the energy sector. See the chart below, it’s pretty dismal: OPEC has stated they will not cut production at their most recent meeting and US production remains close to its highs, […]
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How Will our Presidential Election Affect the Stock Market?

How Will our Presidential Election Affect the Stock Market? November 20, 2015 While there are several cycles that can affect the stock market, the presidential term cycle is one that is highly likely to affect the US stock market positively in the coming year. Many indicators of where we are […]
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Still at Square One

Ten months ago Gradient Investments forecast that things would be more difficult for the US stock markets in 2015. We looked at The slumping price of oil The strong dollar Near zero year over year corporate earnings growth Above average market valuations and surmised there would be a good chance […]
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The Fed Says……

The June 2015 Federal Reserve Open Market Committee (FOMC) meeting was highly anticipated. This meeting was earmarked six to nine months ago as the meeting where the Fed would likely end their six-year zero interest rate policy and raise the fed funds rate. Well, the meeting is over and the […]
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Mean Reversion

The concept of mean reversion is based on a mathematical theory that market prices and returns will eventually move back towards their historical average or mean. April marked a change in recent trends as a variety of asset classes moved closer to their historical price averages. Let’s take a look […]
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