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Home > Financial Services > Stock Brokers > Private Consulting Group, Inc.
Private Consulting Group, Inc.
Private Consulting Group, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Private Consulting Group is a wealth optimization firm dedicated to serving the nation's most affluent individuals and families and their professional planners. Their managing directors oversee billions of dollars of private wealth, in offices throughout the United States, for an exclusive group of referred clients.
The Company was founded by a small cadre of leading industry experts who recognized that they could never achieve their goals and yours if they adopted the rigid approach and overweight structures of traditional financial services companies. Rather, it is truly a 21st century company, conducting business in ways that were impossible until today. Unrestricted by rigid organization and formal hierarchies, it is a virtual, flexible, interactive firm, deploying the highest levels of talent, professional collaboration and technology.
The Company is distinctively different from any other financial consultancy or Services Company available to you today. There simply is no equivalent consulting option for the country's most affluent individuals and families. They offer a tailor made solution to their clients' needs. Through the guidance of your Managing Director you can have access to tactical solutions or a comprehensive Wealth Design, depending upon your specific needs.
The Company was founded to address the special issues that accompany the accumulation and distribution of significant wealth within a family or a business. They bring innovative strategies and solutions to the management, preservation, and movement of financial wealth through future generations.
The Company is unique in offering interlocking services that will give you complete control over your financial destiny, Provide you with a complete range of tactical planning solutions, or an empowered wealth plan, design a plan that will recognize your values and achieve your specific financial goals, Implement that plan with a sophisticated blend of financial products, proprietary strategies and skilled legal drafting, Offer exclusive access to Investment Consulting and private placement insurance services, creating unparalleled performance opportunities.
The Private Consulting Group offers a full range of interlocking wealth design, wealth transfer and wealth management consulting services tactical and strategic wealth design, investment consulting, income tax planning, asset monetization, portfolio risk management.
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