Meet Us
Our philosophy and our team
We are driven by a desire to help our clients enjoy the serenity of life more.
Take the scenic route
We are driven by a desire to help our clients enjoy the serenity of life more. Premier Wealth Planning creates personalized investment strategies that seek to accelerate our clients' portfolio growth.
Take a new route and discover what Premier Wealth Planning can do for you.
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
CPA
The Client Journey
Step 1: Connection
You're out there, seeking solutions for a secure future. We are, too, and we'd welcome an opportunity to meet you.
Step 2: Discovery
Our team discusses assets, finances and goals with you to determine if a partnership is in a prospective client's best interest.
Step 3: Strategy
We create and implement customized wealth management strategies based on each client's unique needs and objectives.
Step 4: Serenity
Smile more and stress less knowing that your assets are well managed and there is a plan for your future.
