Secure Your Financial Future

Meet your financial goals with our holistic, evidence-based approach to wealth management and investment planning.

Our Approach

Our Certified Financial Planners will help guide you down a path of financial peace of mind.

Who We Serve

Finding the right financial advisor for you, your family, or your business can help you reach your financial planning goals.

Why Work With Premier

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Free Download of “How to Find the Right Financial Advisor”

Questions to ask an advisor and what to look out for!

Upcoming Workshop

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 Wayne Caldwell, CFP®
Founder and Chairman

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 Ginger Weber, CFP®
President

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Guest Speaker- Apollo D Lupescu, PhD, VP
Dimensional Fund Advisors

We invite you and a guest to our upcoming
social event and presentation!

 “A Different Way to Invest”

Sequoia Conference Center

901 Myrtle Avenue, Eureka

Thursday, November 16th, 2017

5 pm - Social Hour
Live Music by the RLA Trio
Fare, local wines & beer provided by
Ramone’s Bakery and Catering

6:00 pm - 7:00 pm -Event Speakers
Wayne Caldwell, CFP®, Founder and Chairman
Ginger Weber, CFP®, President
Apollo D Lupescu, PhD, VP
Dimensional Fund Advisors

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Our Approach

What Makes Us Unique?

We are dedicated to creating lifelong relationships with our clients and provide a long-term financial service focus, including:

  • Financial Planning
  • Business Retirement Plans
  • Retirement Planning
  • Estate Planning Guidance
  • Tax Planning Guidance

Who We Serve

We will work with you and your family to create a financial plan to help you reach your goals and enjoy financial peace of mind.

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We build cost-effective plans that can reduce your administrative burden and help your employees meet their financial goals.

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As the accumulated wealth and spending power of women increases, so does the need for better wealth management solutions.

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We are experienced in meeting the investment needs of endowments, foundations, and non-profit organizations.

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What You Can Expect From Us

When you work with Premier, expect personalized attention at each step of your financial journey. Whatever phase of life you’re in, we’ll help you determine how to best accomplish your specific goals and work toward your financial well-being.

Let's create a road map to your financial future

707-443-2741

800-331-7212

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These are a few of our important associations and relationships.