Premier Wealth Management, Inc.

Premier Wealth Management, Inc. (Premier Wealth) is a comprehensive financial planning and wealth management firm. Our mission is to enrich the lives of successful individuals and small business owners by helping them accomplish their goals and achieve their financial dreams. We sincerely care about our client’s well-being and are dedicated to preserving their wealth. A commitment to transparency, truthfulness and superior service is the foundation of our philosophy. Premier Wealth’s consistent approach is built around sound investing strategies and disciplined behavior. We believe that financial planning is a journey and people need a trusted partner guiding them along the path. Premier Wealth’s goal is to develop deep, long-lasting professional relationships with our clients. Consistent, transparent communication is vitally important to maintaining a strong relationship with our clients. Premier Wealth believes in providing our professional services with integrity and objectivity. We make a commitment to learning and professional development so that our skills keep up with the constantly changing economic and political environment. We feel that people should be treated the same way we would want to be treated — with fairness and honesty. At Premier Wealth, we pride ourselves on working diligently and behaving with courtesy and dignity in all of our professional interactions. Josh Koehnen is a CERTIFIED FINANCIAL PLANNER™ practitioner and is the President/Owner.

Address: 12760 High Bluff Drive, Suite 240, San Diego, CA 92130, USA

Phone: +1 619 501 1184
FAX: +1 619 342 7521