Our Mission

We've built our firm on lifelong relationships rooted in performance and trust.

Our Mission

At PFS Wealth Management Group, our mission is to provide an alternative to impersonal institutional investment firms, on the one hand, and boutique firms guided by outdated investment philosophies on the other.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.

We believe that successful investing today requires new ideas and new strategies adapted to today’s new realities and capable of further adaptation as the global financial, social and political environment continues to evolve.

Let PFS Wealth Management Group help navigate your course to a more enjoyable, predictable and sustainable retirement journey.

 

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@pfswealthgroup.com or call us at 888-331-2821 today!

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.

Have Questions?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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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*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 Adviser. MAS and PFS Wealth Management Group (“PFS”) are not affiliated companies. Vincent Virga is licensed for securities in FL, MA, NJ, SC and advisory licensed in FL, MA, NJ, SC and NY. Please inquire about your state prior to further discussions. Read Important Disclosures.