From $0 to $100M: The Power of Premier-Level Support

The past twelve years working with Traci, Sebastian, and the entire Premier Wealth team have been a breath of fresh air. Before starting my practice with Cambridge, I had worked with other financial advisors and three other broker-dealers, and I never once experienced the level of care, prompt attention, and support that I’ve received from the PWM team. Whenever I needed help, they went to bat for me immediately.

I had grown used to waiting days for OSJs to get back to me with even the simplest information, but the Premier team consistently responded the same day or within 24 hours at the latest. They also took the time to get to know me personally and professionally, so whether my wife and I were welcoming children or traveling, they knew exactly how to support my practice when I needed it most.
They’ve provided wonderful help to my assistant as well, always making sure she had the support she needed to keep our practice running smoothly. As a young advisor in my 40s, I’ve truly appreciated their attentiveness and their willingness to listen as the industry continues to evolve. Sebastian and the team have proactively stayed ahead of the curve, engaging with the next generation of advisors about what tools and resources would help us continue to grow.

From joining the PWM team at age 28 with a small practice to now, at 40, managing around $100 million, they have been instrumental in my support and growth.