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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4pm

Premier Wealth Management

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Wormleysburg, PA
Premier Wealth Management

Creating Solutions to Serve YOU! Helping you turn financial goals into lasting plans—whether it’s retirement, saving for college, or building wealth. "

With Premier’s experience and guidance, you don’t have to plan your future alone. About Premier Wealth Management, Inc. Your financial situation is unique to you and you deserve a personalized approach to your financial well-being. Our financial professionals are here as your personal coach understanding your financial values, consulting you to identify your financial priorities and then partnerin

g with you to create a personalized road map to your financial goals. No two roadmaps are the same. You deserve a financial professional who will be with you every step of the way. Coaching and consulting you to the finish line of obtaining your financial goals. "Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Premier Wealth Management are not affiliated.

“Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

05/28/2026

It is a common misconception that 401(k) plan benchmarking is only necessary during a competitive job market. In reality, regular benchmarking is an essential strategy that can help your plan remain cost-effective, compliant, and aligned with workforce needs and business goals. Swipe to learn more.

Interested in scheduling a benchmark review or seeing how your retirement plan compares to others in your industry? Give us a call today.

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/21/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

05/19/2026

As life insurance agents, we are often asked about the different types of riders individuals can add to their life insurance policies. Life insurance riders are additional layers of coverage that can help you customize your coverage so it aligns more closely with your needs.

One such rider is the Return of Premium (ROP) rider. Swipe for an overview of what it does, why it matters, how it works, and who it may be best for.

Have questions or want to see what it might look like for your policy? Reach out. We’re here to help you review your options and plan with confidence.

05/15/2026

As your family tree grows, the importance of strong roots does too. Life insurance can do just that, providing financial stability and emotional peace of mind as you expand your family tree through marriage, children, and more.

Whether you’re exploring your first policy or additional layers of coverage, we are here to help. Give us a call today for a personalized quote or coverage review.

05/12/2026

As the days get longer throughout May, people can experience both earlier sunrises and later sunsets. However, not every night owl relishes an earlier sunrise, and not every early bird loves a later night.

Which one best describes you this month? Are you enjoying earlier sunrises or celebrating later nights?

☀️ Vote enjoying earlier mornings
🌙 Vote celebrating later nights

Share your pick in the comments. We are curious to see which side takes the win as we head closer to summer.

05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

05/07/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

05/04/2026

The mid-year mark is a natural time for many businesses to evaluate their 401(k) plans and start thinking through changes they would like to make for the next plan year. That’s why we wanted to highlight one key feature that can help make 401(k) plans more attractive to your team: employer matching. Swipe for more information.

If you have questions about whether or not adding employer matching would make sense for your business, or if you’d like to talk through re-vamping a current employer matching plan for next year, don’t hesitate to reach out. We’re here to make sure your benefits package is working hard for both you and your team.

04/22/2026

April is a month of fresh energy and intention. The new season brings longer days, renewed motivation, and a great opportunity to take a closer look at the habits that shape our personal and professional lives.

This month’s quote is a reminder that excellence isn’t something we achieve once; it’s something we practice over time. Small, consistent actions lead to big results.

So, as you move through April, ask yourself: What habit are you committed to building (or rebuilding) this month? Let us know in the comments. We’d love to cheer you on!

(Content prepared for Premier Wealth Management by Levitate)

Address

1011 Mumma Road, Suite 100
Wormleysburg, PA
17043

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4pm

Website

http://premiercir.com/

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