Brian Premo

Background

About Brian Premo

My belief is that managing wealth is far more complex than simply focusing on investments. If we recognize that no two people are the same, we should also recognize that each person, and their family, deserves a more personalized approach to planning. That is why my approach to wealth management is focused on getting to know my clients and understanding their unique set of goals. Doing so allows me to provide them with a high quality planning experience tailored specifically to them. My team and I strive to help our clients achieve their financial life goals and make the complexities of their finances simple to understand, while enabling them to spend more time focusing on the things that matter most to them. I am honored to be a member of a world-class wealth management team, The Kass/Freeman Group, which Barron's has recognized in their "Top 100 Private Wealth Management Teams" list in 2022 for the second consecutive year (**Published annually in April. Rankings based on data as of December 31 of prior year.) and which has also been recently named to the inaugural Forbes "Best-in-State Wealth Management Teams" list in 2023 on January 12, 2023. Rankings based on data as of March 31, 2022.)