The Private Client Group

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Our Focus: Situations of Financial Transition (S.O.F.T.)™

Providing guidance when times are good is rather straightforward. However, the true character of a professional emerges when a client hits some bumps in the road, especially bumps resulting from hugely stressful life experiences. The Private Client Group, LLC is experienced in providing sound and sophisticated guidance during periods of financial transition. In fact, we choose to only work with a select number of clients where we can have a significant impact, helping them navigate through stress and change.

  • 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.