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to provide an alternative to impersonal institutional investment firms, on the one hand, and boutique firms guided by outdated investment philosophies on the other.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.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 888-314-PLAN 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.
***Must be at least 55 yrs old with a minimum $250k in current investments
Advisory services offered through Madison Avenue Securities LLC (MAS), a Registered Investment Advisor; MAS and PFS Wealth Management Group are not affiliated companies. MAS does not provide legal and tax advice. Seek competent legal and tax counsel for your specific needs.