Premier Wealth Advisory Services, Inc.

Premier Wealth Advisory Services provides portfolio management and active management to individuals, high‑net‑worth clients, trusts, and retirement plans. Services cover discretionary and non‑discretionary management across equities, bonds, mutual funds, and variable annuities and variable life insurance, with financial planning available only to clients who have signed an advisory agreement.

The firm combines technical and fundamental analysis, relative strength and modern portfolio theory, and employs tactical timing rules that may exit positions to money‑market funds or rotate allocations when its discipline signals. Accounts are monitored daily and reviewed at least monthly, with implementation carried out on both discretionary and non‑discretionary bases.

Noteworthy among peers, the firm’s adviser is licensed to sell insurance and conducts insurance product sales in addition to advisory services, a practice that can create commission-related conflicts alongside its fiduciary duties. The firm also works with retirement-plan and other institutional-style accounts and maintains custodial relationships that provide research and operational services which it considers when recommending custodians.