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

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.

Give Us a Call

954.399.7100

Or

Connect With Premier