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Building Better Retirements

At PFS Wealth Management Group, our mission is to provide an alternative to impersonal institutional investment firms, on one hand, and boutique firms guided by outdated investment philosophies on the other. The company is premised on the belief that many investment firms have performed poorly for their clients by relying on asset allocation models, investment strategies and wealth management tools ill-suited to a global financial environment undergoing tumultuous change.

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Get access to our helpful retirement kit which includes three guides
that address topics you should consider when planning your retirement.

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About Our Firm

Since 2009, PFS Wealth Management Group has been working with friends and neighbors to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

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Building Better Retirements

We are a financial services firm rooted in the community and have developed
our business by creating close, personal relationships with our clients.

Retirement Income Strategies

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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Wealth Accumulation Strategies

You may be able to use time to your advantage when investing for wealth accumulation.

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Asset Protection Strategies

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Life Insurance

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and Advisory Services offered through Madison Avenue Securities, LLC. (“MAS”), Member FINRA & SIPC and a Registered Investment Advisor. MAS and PFS Wealth Management Group(“PFS”) are not affiliated companies. Vincent Virga is licensed for securities in AL, FL, MA, NJ, NY, PA, SC and advisory licensed in AL, FL, MA, NJ, PA and SC.