Premier Wealth Advisory Services

Premier Wealth Advisory Services

Premier Wealth Advisory Services opened in 1999 in Chesterfield, Missouri, with President Gary Cassell positioning the firm as a fee-only fiduciary — a structural choice that means it earns no commissions from financial-product sales, a distinction from the advisory mainstream of its founding era. Cassell, a Nebraska native and Hastings College graduate, built the practice to serve individuals, high-net-worth families, trusts, and retirement plans across the St. Louis region. The firm's investment posture rests on a broad mandate that spans portfolio design and management, retirement-income strategy, Social Security claiming, tax-aware planning, education funding, risk and insurance analysis, and estate coordination. It wraps these services around a technology stack that provides clients with consolidated views of their financial picture and runs its advisory model collaboratively, maintaining relationships with estate-planning attorneys, CPAs, insurance agents, and lenders rather than absorbing those functions in-house. With a concierge delivery model — meeting clients at the office, at home, or virtually — Premier operates as a local, generalist shop without disclosed AUM or professional headcount. Its website emphasizes that the firm will work with clients of any asset level, a posture that distinguishes it from many RIA peers who impose minimums. The practice runs Monday through Friday, 7:30 am to 5:00 pm central time, out of a single office. Structurally, Premier is a solo-fiduciary practice where the owner-operator serves as the sole named advisor. That architecture places succession risk and bandwidth constraints atop its strategy but also eliminates the layers of committee-driven decision-making common in larger RIA platforms, concentrating accountability in a single named principal.