Premier Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Premier Wealth Solutions is a registered investment adviser serving individuals (including high-net-worth clients) and businesses, offering one-time and ongoing financial planning, discretionary and non-discretionary asset management, company retirement planning, and risk assessment/management services. The firm manages roughly $17 million for a small client roster and provides tailored planning engagements in addition to ongoing portfolio supervision.
The firm customizes investment advice with an Investment Policy Statement for each client, relying primarily on fundamental analysis and generally following a buy-and-hold approach while permitting shorter-term trading when appropriate. For employer clients it evaluates retirement plan platforms and investments and provides participant education as part of its retirement plan services.
A distinctive feature is that the adviser also operates as a licensed insurance agency and sells insurance products (life, disability, long‑term care, annuities), receiving commissions and occasional incentive compensation from insurers—conflicts the firm discloses and says it seeks to mitigate through fiduciary practices and client disclosure. The brochure also highlights the firm’s provision of participant education and workshops for retirement plans, a service offering that is less common among peers.
Client services
Expertise
Occupation focus
Fee options
One-time financial planning flat fee ranging from $1,000 to $10,000; negotiable; may exceed $10,000 in unusual cases
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.95% $2,000,000 - $3,000,000: 0.90% $3,000,000 - $4,000,000: 0.85% $4,000,000 - $5,000,000: 0.80% $5,000,000+: Negotiable
Receives commissions on insurance products (life, disability, health, long-term care, annuities, etc.)
$175 per hour for one-time financial planning consultation
Ongoing financial planning retainer fees typically 50% of original financial plan fee, paid quarterly in arrears; negotiable
Fee-only: Financial Planning: flat fees $1,000 to $10,000 (negotiable); hourly rate $175/hour; ongoing planning retainer typically 50% of original fee, paid quarterly in arrears (negotiable)
Main office
12211 W. Alameda Pkwy., Suite 120
Lakewood CO 80228
Advisors at this office
2
Most active in
Colorado
Also doing business as
Mclaughlin, Keith Eugene · Premier Wealth Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Keith M
Series 66
Lakewood, CO
Premier Wealth Solutions, LLC
Keith Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premier Wealth Solutions since 2011. The firm serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. Premier Wealth Solutions manages approximately $14.1 million for a small client base, focusing on tailored investment strategies primarily based on fundamental analysis and a buy-and-hold approach while allowing for shorter-term trading when appropriate.
Lisa M
Series 65
Lakewood, CO
Premier Wealth Solutions, LLC
Lisa Mclaughlin is a financial advisor with Premier Wealth Solutions, LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Aegis Financial for nine years. Premier Wealth Solutions is a registered investment adviser serving individuals, including high-net-worth clients, and businesses. The firm offers financial planning, asset management, retirement plan services, and risk assessment, emphasizing customized investment advice through Investment Policy Statements and a primarily buy-and-hold approach.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)