The Private Client Group

  • Home
  • About Us
    • Professional Resources
    • What We’ve Built
    • Our Focus
      • Situations of Financial Transition
        • Families Selling Businesses
        • Widowed Families
        • Retiring Executives
  • Process
  • Planning
  • Insights
    • Economic & Market Insights
    • Behavioral & Financial Insights
    • Recognition & Awards
  • Contact Us
    • Become a Client
    • Referrals
    • Careers
  • Login
    • Your Portfolio Login
    • Wealth Management Solution Login

Become a Client

Thank you for visiting our website. If you would like more information about our company and services, please complete the following:

    Area requiring focus:

    Approximate amount of investable assets:
    The Private Client Group specializes in serving clients with a minimum of $4 million or more in investable assets.

    Your established relationships include:
    BankerBrokerAccountantEstate Planning AttorneyInsurance AgentOther

    Your occupation:

    Referral source:

    Additional comments, questions, or suggestions:

    Your Contact Information

    Your Name (required)

    Your Email (required)

    Your Phone Number (required)

    The above is my:
    HomeCellWork

    Address Line One

    Address Line Two

    City, State Zip

    Best time to contact

    [recaptcha]

    Corporate Headquarters

    4 Campus Drive
    Parsippany, NJ 07054
    (973) 285-3637
    concierge@thepcg.com
    FINRA’s BrokerCheck

    Disclosure – Form CRS
    Investment Advisory Brochure
    Wrap Fee Program Brochure     Privacy Notice    BCP

    Investment advisory and financial planning services offered through Summit Financial, LLC, doing business as The Private Client Group Wealth Management, LLC, an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207 ("PKS"). PKS and Summit Financial, LLC, are not affiliated companies. Investments through PKS or Summit Financial, LLC are not FDIC insured, not bank guaranteed, may lose value, including loss of principal, and not insured by any state or federal agency.