Private Capital Management Group, Inc. is a vertically integrated financial services firm. The associates of PCMG specialize in advisory services* to individuals, small businesses, and non-profit organizations. Within these client groups, an emphasis is placed on retirement strategies, wealth accumulation and wealth preservation, as well as post-retirement income generation tax strategies and estate planning. Because our clients have diverse needs, we also have access to mortgages, insurance and tax professionals at your disposal. By working with PCMG in other areas, our clients are able to leverage our expertise as well as pricing power while enjoying the same outstanding service they have come to expect.
PCMG is focused on the future with its feet firmly in the past when it comes to old-fashioned values. Our mission is to provide elite advisory services* with client value and flexibility in mind. In order to accomplish this, we are affiliated with one of the nation’s most respected independent broker dealers, Securities America, Inc. PCMG is able to maintain its individualism while having access to the latest in investment strategies, trading tools, and research.
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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation.