We develop a comprehensive Financial Plan which serves as a guide toward achieving your ultimate goals. The plan includes an Investment Policy Statement that provides a probability analysis for a variety of investment outcomes.
Relying on our widespread professional relationships, our partners coordinate the development and preparation of wills, trusts, gifting programs, and limited family partnerships.
Our research is based on fundamental and technical analysis; we use this process to consider both, sector and business cycle rotation.
Like assets, debts should be managed properly. We provide valuable insights into alternative debt management solutions.
Patrick L Moore is also a CPA and
provides tax services that are separate from the advisory services offered through PGWM, LLC.
Our partners are experienced businessmen who have solutions for many aspects of the day-to-day issues that business owners face.
RISK MANAGEMENT CONSULTING
We believe it's critical that we show our clients how to measure risks. We calculate risks that are reasonably insurable at an affordable cost.
We reveal the opportunities that your retirement income has to offer.
These services are provided for you on an ongoing basis. We continually reevaluate and change, if warranted, the strategy that was originally developed in order to pursue your life goals.
Private Group Wealth Management, LLC, is an independent, fee-only wealth management firm and Registered Investment Advisor (RIA) based in Texas. From our offices in Fredericksburg, we provide individuals and families with comprehensive asset management and financial planning services, and we help growing businesses create and maintain, compliant retirement plans for their employees.
Drawing on decades of experience in the investment and accounting fields, we provide the financial expertise and discipline that can help our clients reach their financial goals.
We have a broad knowledge. From the intricacies of global investing to the challenges of transferring wealth after the death of a spouse to the compliance and implementation complexities of 401(k) plans, we offer extensive experience and insight.
We know what we don’t know. We work with a large network of professionals—including CPAs, attorneys, estate planners, real estate brokers, and others—to help our clients build a solid team to tackle challenges in all areas of life.
We plan and invest with an eye on taxation. Our advice is designed to address each client’s “big picture”—including taxes. We have a certified public accountant (CPA) on our team, and we believe managing taxes is vital to helping protect and grow each client’s assets.
We customize our approach to each client. We take the time to get to know all clients, understand their challenges, and leverage their unique financial opportunities.
We provide discipline and guidance. With the understanding that global events can prompt even the most rational investors to make irrational decisions, we help our clients stay on course by offering knowledge and insight that comes from decades of experience.
We invite you to contact us today to learn more about what we do, who we are, and how we can help you pursue financial success.