Featured Business Financial Advisor in Chesterfield, MO
Chesterfield Financial Advisors
Premier Wealth Advisory Services
16100 Chesterfield Pkwy West, Suite 360
Chesterfield, MO 63017
Phone Number
“Live Your Life By Design, Not By Default”
Advisor Profile
Gary Cassell
Name:  Gary Cassell
Website:  Visit Website
Disclaimer
Premier Wealth Advisory Services, Inc. (PWAS) is a registered investment adviser offering advisory services in the States of Missouri and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PWAS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

About Premier Wealth Advisory Services

Premier Wealth Advisory Services mission is to inspire our clients to achieve their goals through education, communication and service, which exceeds their expectations. We have over 25 years of experience providing sound financial advice for both individuals and businesses.

At Premier Wealth Advisory Services, we stay true to our core values, mission and vision so you can benefit from our loyal commitment to execute on your needs. Our core values are Professional Knowledge, Integrity, Personalized Service and Teamwork.

Located in Chesterfield, MO, Premier Wealth Advisory Services was established with a vision of building deep and genuine client relationships ? and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and we?re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized wealth management service with you.
 

General Information

I work with the following types of clients:    Businesses, Individual Investors
Number of Years with Current Firm:    21
Name of Custodial Firm:    Fidelity Clearing & Custody Solutions
States Licensed in:    MO,TX
Firm CRD#:    122078
CRD#:    1803668
Years of Experience in Financial Services:    30
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
Investment Types:    Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
 

Compliance

I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly