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Edit Business | Priority1 Wealth Management Group
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About Priority1 Wealth Management Group - A 100% Privately owned fee for service financial planning solution Story Why we do what we do? At Priority1 Wealth Management Group we passionately believe we can help people focus on the things in their lives that are more important to them than money. We believe the right advice helps people make smart choices about their money so they can accomplish their goals for the reasons that are important to them. The clients that engage our services share this belief. How do we do it? We provide financial strategies to help individuals, couples and their families enhance their quality of life by helping them get their "financial house in perfect order," and keep it that way....forever. This ensures that they can have the greatest probability of accomplishing their most important goals. We work with individuals, couples and their families who are financial delegators, are passionate about their deeply held values and tangible goals and embrace an enduring relationship with their advisor. Our job is to orchestrate the written plan we help every client create & we hold everyone involved accountable, including the client, to ensure the greatest probability the plan unfolds well. Priority1 Wealth Management Group is 100% privately owned, operates under its own license, charges fixed dollar based fees for the professional services provided, has no affiliation with any financial institution or product provider and does not accept any commission or volume arrangements.
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