PCMG is an independent financial firm that specializes in helping busy people achieve their most ambitious financial goals. We do it with thoughtful planning, smart counsel, and a full suite of services for every aspect of your financial life.

A single source for every financial need.

With your financial assets and information managed by a single team with a shared philosophy, you can rest assured that your personal information is secure and your finances are guided by a holistic strategy.

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Our Services


PCMG has been providing independent wealth management for more than 20 years. We carefully tailor each clients’ portfolio according to their needs and goals, and work closely with them to manage and adapt it on an ongoing basis.


Our mortgage philosophy is simple: Low rates, low fees, excellent service. Whether you’re a first-time homebuyer or you’re looking to refinance your current home to take advantage of changing rates, we’ll help you navigate the process from start to finish.


If you’re like most people, you don’t want to think about insurance. But you also don’t want to pay the price of being over- or underinsured. We gain a thorough understanding of your needs and find plans with competitive rates with exactly the right coverage.

Don’t just dream about a better financial life. Start living one.

Contact us today.

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