Over 35 Years Financial Advice
Educate. Inspire. Empower.
Premier Investments & Wealth Management was founded on the belief that financial education is the foundation for long-term success. From the beginning, our mission has been to empower individuals with the knowledge they need to make informed decisions about their money. Whether you're planning for retirement, growing your business, or navigating a major life transition, we take the time to explain your options and help you understand the “why” behind every recommendation. Our goal is to replace uncertainty with clarity—so you can move forward with confidence in your financial life.
Our Story
The firm was originally founded in 1989 as Financial Seminars, Inc. in Cedar Rapids, Iowa, with a mission to provide financial education and retirement guidance to local educators participating in the IPERS program. The goal was simple: empower individuals with the knowledge to make informed financial decisions.
The firm later became Premier Investments of Iowa, Inc. expanding it’s reach beyond teachers to serve a broader range of individuals, families, and business owners. As the firm continued to grow and expand beyond the Iowa state borders, we took the next step forward - rebranding as Premier Investments & Wealth Management (PIWM), and opening a second branch in the Dallas/Fort Worth Metroplex.
From our beginning in Iowa, to now serving clients in 46 states, our commitment remains the same: to guide clients through all stages of their financial life with education, clarity, and personalized support.
Personalized Advice.
Team-Based Support.
At Premier Investments & Wealth Management, your relationship starts with a dedicated financial professional who takes the time to understand your unique goals, values, and concerns. But behind every personalized plan is the strength of a coordinated team. We understand that your finances are deeply important to you, and we’re committed to providing consistent, quality service. Whether your advisor is in another meeting, on vacation, or something more serious occurs, we have the infrastructure in place to seamlessly continue managing and servicing your accounts.
Customer Service
Whether you need to take a withdrawal, update your beneficiaries, schedule an appointment, or simply have a question, our dedicated support staff is here to help. We understand that your financial life doesn’t just happen during meetings—that’s why we prioritize responsive, reliable service every step of the way. Our team is trained to handle a wide range of account requests and administrative needs promptly and professionally.
Succession Planning
Life is full of unexpected surprises, and financial professionals aren’t immune. That’s why our firm takes succession planning seriously. In the event that your financial professional is unable to continue working with you due to illness, retirement, or unforeseen circumstances, we have a structured plan in place. Another qualified professional from our team will be prepared to step in and carry on your financial plan without disruption.