Our Team

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

PFS Wealth Management

Michael Katz

Michael Katz is the Lead Financial Advisor at PFS Wealth Management Group. He has been in the financial services industry for over thirteen years. He advises businesses, organizations, and individuals on best practices in financial management. Michael is a series 7 and 66 licensed Investment Advisor Representative and holds General Securities Principal and Financial and Operations Principal licenses. Prior to joining PFS Wealth Management Group, Michael worked at American Express, AIG Advisor Group, and Zenith American Securities – a boutique Broker/Dealer firm in New York. He earned his BA in Economics at the University of Chicago and his MBA after completing the Wharton – INSEAD MBA Exchange.

Michael is a native New Yorker and lives with his wife and two daughters in sunny and beautiful Staten Island. He enjoys traveling, sports, test-taking, and family fun in general. Michael is proud to be a part of the PFS Wealth Management Group team and truly enjoys working with its wonderful family of clients.

Alex Enriquez - Marketing

With the proven capability of producing sales growth in a wide variety of industries, Alexander S. Enriquez combines competitive energy and myriad technical skills to offer clients the right financial services options. Able to adapt to the rapidly changing world of financial services, Alexander thrives in both a team and independent work environments. Alexander earned his Bachelor of Science in Business Administration at Oregon State University that included a concentration in marketing. His strong marketing skills come in handy for clients that want a financial services professional that understands a diverse array of financial products and services.

Alexander’s experience in bringing investors and community leaders together, as well as his project management skills, has made him an instant contributor to our team. With project management experience spanning more than two years and client services experience of more than four years, Alexander S. Enriquez quickly earns the trust of clients that need help managing asset allocation accounts. One of the highlights of his professional record involved branding 300 ATMs within two weeks, which generated more than $250,000 in the 4th quarter for Cardtronics.

From fundraising to solving client financial problems, Alexander makes a valuable addition to our team.

 

Andrew J Pelliccio – Managing Partner

Andy retired from Verizon Communications as a Corporate Operations Manager after a 42-year career and became the HR Director and New Business Development Director for No Limit Air LLC a private jet charter company. He served as Chairman of the Board Commissioners of the Jersey Housing Authority a position he held for over 10 years, President/Vice President/Member of the Cranford Board of Education, Municipal Court Mediator for the Union County Court System, and a non-attorney Member of the NJ State Bar Associations Ethics Committee appointed by the Superior Court of NJ. He has also served as a member of the New Jersey Special Education Committee and held various roles in the formation fundraisers and Golf outings to benefit the Spina-Bifida-Coalition of NJ.

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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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.