Premier Path Wealth Partners

“This nation will remain the land of the free only so long as it is the home of the brave.” — Elmer Davis Today, we honor the brave men and women whose service and sacrifice protect the freedoms we cherish. Thank you to all who have served — and continue to serve — our country.

We’re heading to the 2025 NAFCD + NBMDA Annual Convention! Premier Path is thrilled to be a sponsor at this year’s Annual Convention, where the distribution leaders converge to exchange bold ideas, uncover fresh perspectives, and spark meaningful connections.

October's newsletter explores how families can move beyond the business to build lasting security and opportunity. Whether you're advising families or leading one, these insights help you navigate what’s next with confidence. 📩 Subscribe now: bit.ly/3KVZ3c5

Excited to share that Rebecca represented Premier Path at the Dynasty Leadership Conference 2025 last week! The conference was an incredible opportunity to grow as a leader and connect with peers across the Dynasty Network #PoweredByDynasty #LeadershipDevelopment #NextGenLeaders

Join Premier Path Wealth Partners on Tuesday, September 30 at The Park Avenue Club in Florham Park, NJ for an exclusive seminar, and a chance to see featured panelists. Location: The Park Avenue Club, Florham Park, NJ 📧 RSVP: Email your name and company to team@premierpath.com

As more adult children return home, financial advisors like Derek Wittojohann of Premier Path Wealth Partners are helping parents navigate the emotional and financial complexities of the boomerang generation. Support doesn’t have to mean dependence. It can be a launchpad.

📬 September Newsletter is Here! Explore how entrepreneurs build lasting success through intentional legacy planning. 💡 Don’t miss this month’s insights. Subscribe today and stay ahead. bit.ly/46higgV

Big serves. Bigger moments. The US Open never disappoints!🎾🔥

Game. Set. Match. Michael and Patrick were serving up great vibes at the US Open this past weekend 🏆✨ #PremierPath #Memories #USOpen

This month’s Premier Path newsletter we explore how reflection fuels sharper focus and smarter repositioning. Highlights include connecting across generations, empowering families to embrace legacy, and insights from CEO Michael Lehman. Read more: bit.ly/45BTF5X

Last week, Brian Glenn, CFA and Amiee Watts traveled to NYC to connect with media & publishing leaders. Brian shared his industry insights with Schwab Network and Barron’s — continuing important conversations at the intersection of wealth, business, and storytelling.

A huge congratulations to our very own Derek Wittjohann for being named on Forbes’ Best-In-State Top Next-Gen Wealth Advisors in NJ! Derek’s passion for helping clients and his dedication to excellence are exactly what the future of wealth management needs.

Earlier this week Michael Lehman’s former business partner, Dick Eger, stopped by the office to share a 1978 Exxon Annual Report which he was featured in and his father’s old golf balls. It is always a treat to have Dick in the office #PremierPath #Family

That feeling when the new merch drops and the whole team matches without planning #TeamUniform #PremierPath

Throwback to our conversation with Gregg Greenberg of InvestmentNews, where we explored the idea of the “Independence Scale” and the owner’s mindset. Watch the full video to hear what makes the independent model so powerful Full video: lnkd.in/eb5AceAJ

Today, we celebrate the freedom to chart our own course and the strength of the communities that support us along the way. From our team to yours, we wish you a joyful and safe Independence Day—may it be filled with pride, reflection, and time with those you love.

Last week, Michael Lehman and Derek Wittjohann, CPWA®, CFP® attended the @DynastyFP Advisor to CEO program in Aspen. A valuable few days of learning, collaboration, and big-picture thinking. We're proud to be part of a network shaping the future of independent wealth management.

In a recent InvestmentNews feature, Derek Wittjohann shared why leaning into specialization has shaped the way we work at Premier Wealth Partners. 📖 Read the full interview on InvestmentNews: bit.ly/3ZrxgF7

Great legacies start with strong values. Today, we celebrate the fathers and father figures who lead by example. Wishing you a meaningful and restful Father’s Day.

A huge thank you to Amiee Wattsand the Watts PR Group for hosting us at the Park Avenue Club yesterday! We loved spending time with Aimee and Allison—meaningful conversation, great company, and a powerful reminder of the value of strong female partnerships✨ #WomenInFinance