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Our Story

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

Our Story

Here’s our story. We look forward to hearing yours.

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


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 888-314-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.

I would like to attend the next FREE live event retirement dinner!

***Must be at least 55 yrs old with a minimum $250k in current investments

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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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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.