The Private Client Group

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Passion

Our passion is based on how deeply we care about the commitment we make to every family we work with.  We take the time to understand not only your investments, but your entire financial picture, as well as you as an individual.  Because life’s dynamic circumstances place each of us in varying and unique situations, we take the time to periodically and systematically review where you are today compared with where you want to be, both in your financial affairs and overall, in order to best help you get from here to there.

Our clients are individuals and families typically experiencing a situation of financial transition. They have accumulated substantial wealth and therefore require the detailed and high level financial planning we bring to the table.

When you work with us, you can expect us to take the time to listen to you, assess your needs and collaborate with our specialists to deliver a comprehensive financial plan and wealth management solution designed to meet your specific objectives.

  • What We’ve Built
  • Professional Resources
  • Our Focus: Situations of Financial Transition (S.O.F.T.)™
    • Families Selling Businesses
    • Widowed Families
    • Retiring Executives

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.