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(704) 557-9660

Premier Wealth Transfer Group, LLC is a dynamic relationship driven financial planning firm.  We provide an offering that begins with listening to our clients to gain a better understanding of how we may add value to their overall financial well-being.  

We help our clients prioritize their goals and take them through a comprehensive process that provides a roadmap to create and manage wealth.

Collectively, our team has over 50 years of combined intellectual capital in the financial services industry and we have earned licenses and professional designations that are held to a higher industry standard: CFP®. 

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.