Incorporated in 2006, PFS Wealth Management Group opened its doors to the public on May 1st, 2009 as an independent, privately-owned, wealth management firm, focused on helping its clients manage and build financial assets in a challenging global marketplace. We assist individuals, families and organizations in enhancing performance and reducing risk through a wide range of asset management tools and strategies.
What we offer:
• Objective, independent investment advice and strategy development
• Open architecture investment platform with access to alternative investments tools
• Holistic wealth management, including estate, tax and investment planning
• Seminars and workshops on investing and finance
• Real, measurable results unencumbered by hidden fees, accounting tricks and financial jargon
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.