Premier Wealth Planning

Gain Confidence.
Achieve Serenity.

Managing your personal finances can be challenging. At Premier Wealth Planning, we are committed to utilizing all of our resources to help you pursue and achieve your goals.

Customized Financial Strategies For You

At our firm, we have the client — and only the client — in mind.
We view our client relationships as true investment partnerships.
We want to be your partner throughout all stages of life.

Our mission is to understand your needs and goals, both short and long term. We then develop, implement and monitor a customized strategy that is designed to address your specific situation.

Our Expertise

Portfolio Management

Personalized plans designed to both protect and grow assets for each individual's investment objection.

Tax Planning Strategies

Our clients can trust that all tax strategies are devised to ensure compliance and maximize financial benefit.

Retirement Solutions

Diverse and established strategies allow you to enjoy today — and tomorrow. You did your job. Now we'll do ours.

Estate & Legacy Planning

Our carefully-crafted concepts and strategies enable you to leave a lasting legacy for your loved

Get To Know Us

At Premier Wealth Planning, we believe our collaborative approach provides a broader perspective for our strategies and solutions, resulting in increased benefits to you, our client.

Barbra Shaffer

Managing Partner

Carole Enisman-Ryan

Managing Partner

Evan Enisman

Managing Partner

Maria Barranco

Client Concierge

Dinley Walters

Bookkeeper

Rodrick Walters

Give Us a Call

954.399.7100

Or

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