Premier Southwest Planning Group, LLC

Jonathan Miller is a financial advisor with Premier Southwest Planning Group, LLC and holds the PFS™ designation. He has over 18 years of experience in finance and accounting, including ownership and partnership roles at two CPA firms. Miller currently serves as owner and partner of Miller Wolman CPAs PLLC and StarCross Management LLC, both CPA firms based in Scottsdale, AZ. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm employs a range of investment analyses and regularly uses third-party money managers, offering comprehensive financial planning and specialized analyses with ongoing account reviews.

Joshua Gifford is a financial advisor at Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior work includes roles at T&T Capital Management and MassMutual Financial Group. He serves as a board member for the nonprofit Prefund the Police. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm’s approach incorporates fundamental, technical, and cyclical analysis, asset allocation, and regular account reviews, often utilizing third-party money managers and offering specialized financial analyses.

Bruce Weinstein is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Mass Mutual and TIM TRAVIS CAPITAL MANAGEMENT, LLC, and he is involved in managing a ranch property and co-owning The Cortez Inn LLC. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm’s services include comprehensive financial planning, discretionary asset management, ERISA 3(21) plan advisory, and coordination with third-party money managers, with portfolios tailored to clients’ objectives, time horizons, and risk tolerance.