About Premier Private Wealth, LLC
<p>After joining Summit Wealth Group, Premier Private Wealth, LLC continues its work from Franklin in the Nashville metro area as a registered investment advisor for executives, professionals, entrepreneurs, and their families.</p> <p>With more than 25 years of experience, the firm provides C-suite level financial planning and wealth management. Its team includes CERTIFIED FINANCIAL PLANNER™ professionals and works as a financial concierge for clients who want ongoing coordination across accounts, entities, and family priorities.</p> <p>For employer plans, Premier Private Wealth offers <a href="/retirement-plans">retirement plan provider</a> support as a 3(21) fiduciary, giving co-fiduciary investment advice to plan sponsors while the sponsor retains final decision-making authority.</p> <p>As of 2026, the firm reports $0.3B in assets under management. A key differentiator is its family office-style approach that ties planning and day-to-day financial management together for busy households and business owners.</p> <ul> <li>Registered investment advisor headquartered in Franklin, Tennessee</li> <li>Part of Summit Wealth Group</li> <li>CERTIFIED FINANCIAL PLANNER™ professionals on staff</li> <li>3(21) fiduciary services for workplace retirement plans</li> <li>Wealth planning, wealth management, and family office services</li> </ul>
Website: https://premierprivatewealth.financial/
Office Locations
- Franklin, TN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $263.0M