# Premier Private Wealth, LLC
Source: https://planprovider.pro/provider/premier-private-wealth-llc

> After joining Summit Wealth Group, Premier Private Wealth, LLC continues its work from Franklin in the Nashville metro area as a registered investment adviso…

Retirement Plan Advisor

Franklin, TN

## 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/](https://premierprivatewealth.financial/)

## Office Locations

- Franklin, TN (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $263.0M

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