Our Firm

Through our broker-dealer, Cetera Advisor Networks LLC, member FINRA and SIPC,we offer many financial and investment products and services as well as variable insurance products.

At Priority Wealth Management (PWM), we offer specialized investment services that are specifically directed toward the financial opportunities available in mutual funds, stocks, ETFs, bonds, and annuities. Using insurance as an additional creative and flexible tool for financial management, we design and implement customized programs to fund estate tax liquidity needs, to establish salary continuation programs, to provide retirement funding programs and employee benefit packages, and to fund buy-sell agreements. We work closely with our clients' legal and accounting advisors to focus on important needs and to develop programs that ensure achievement of financial objectives.  Periodic program reviews, which are necessitated by constant changes in the business climate, are standard practice at PWM. Client programs are continuously reevaluated in light of current economic conditions and changes in tax laws. As representatives in insurance and financial services, our objective is to provide the knowledge that will enable you to take advantage of the latest insurance-related products and investment strategies to further your financial goals.

We welcome your inquiries, and look forward to providing you with the quality service that has built our reputation.

 

Sally N. Wing

 

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.