We Are
A team of committed individuals working towards building trust, relationships and strategies to fit your retirement needs.
Our Story
Since 2009, PFS Wealth Management Group has helped our friends and neighbors in Florida, New Jersey and throughout the U.S. set sail on retirements that truly resonate. Our approach goes beyond dollars and cents. Why? Because we strive to command a role more meaningful than financial planner — we want to be your partners.
We assist individuals, families and organizations in enhancing performance and reducing risk through a wide range of asset management offerings, including:
Optimized, independent investment advice and strategy development
Open-architecture investment platform with access to alternative investment tools
Holistic wealth management, including estate, tax and investment planning
Seminars and workshops on investing and finance
Real, measurable results with no hidden fees
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Our Mission
At PFS Wealth Management Group, our mission is simple: to design exceptional futures for the families we serve.
Our company was founded 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 successful investing requires new ideas and new strategies adapted to today’s new realities. The goal? To provide an alternative to both the impersonal institutional investment businesses and the boutique firms guided by outdated investment philosophies.
Our Values
At PFS Wealth Management, we’re guided by our values. F.A.I.T.H. is an acronym we developed to help unpack what we stand for.
Faithful
We are faithful in our commitment to serve God, our family, our team and our clients with unwavering dedication and respect.
Abundance
We embrace a mindset of abundance, fostering generosity and gratitude in our daily interactions and decisions.
Integrity
We center integrity at the heart of our practice, helping ensure honesty, transparency and trustworthiness in all our dealings.
Teamwork
We believe we are better together, working with humility and respect to achieve common goals and support one another.
Health
We promote a healthy approach, nurturing the mind, body and spirit of ourselves and those we serve.
Vincent Virga
CEO I Founder I Investment Adviser Representative
Alisa Hart
Director of Operations
Andrea Robles
Licensed Financial Professional
Brandon Beck
Financial Adviser
Camille D’Elia
Office Manager
Curtis Cook
President | Adviser
Diana Tomasic
Operations Specialist
Kevin Gorski
VP of Risk Management
Linda Lawlor
Client Relationship Coordinator