Forward-thinking solutions for your entire financial life.

Our integrated approach to financial services sets us apart from our competitors, and makes us an invaluable partner to our clients.

But what do we mean, exactly, by “integrated?”

It means we have the experts on staff to take a truly holistic approach to our clients’ financial needs. With investment advisors, mortgage professionals, and insurance experts as part of our team, our clients enjoy the benefits of having all of their financial challenges addressed by a single team with a shared philosophy.

This powerful approach acknowledges the fact that all finances are, by nature, interrelated. For instance, when you make a big decision about investments, it affects your tax strategy—or at least it should. At PCMG, our clients get financial support in all areas of their lives from interdisciplinary specialists who make their calls using the same financial playbook.

Unlike traditional “siloed” financial advisors, PCMG supports our clients’ financial needs and goals in a comprehensive, unified way. That way, no important details are left on the table, and every potential strategy for financial success is realized.

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.