PREMIER WEALTH STRATEGIES is an Independent Wealth Management Firm providing professional investment portfolio management, retirement planning and other services to help preserve and grow a client's net worth. Premier incorporates various strategies to serve the high income, high net worth individual and highly profitable business owner.
OUR CORE PURPOSE is to provide confidence that your wealth is being preserved and grown in a conservative, prudent, tax-efficient manner.
OUR CLIENTS consist of business owners, professionals, medical practices, corporate executives, families, near retirees and retirees.
WHAT SETS US APART is how we work to help preserve and grow your total net worth. We are committed to our clients, and we strive to serve them with the highest level of integrity.
New client relationships accepted by referral only, accounts over $1,000,000.
Jon S. RustadPresident & Financial Planner
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."