The Private Client Group

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Widowed Families

We understand the many different challenges in life, and we’re determined to help surviving spouses and families regain control of their family finances. Our approach is sophisticated and extremely thorough, striving to provide answers and assurances during this unsettled period. From designing investment portfolios to administering retirement plan distributions to developing a comprehensive income strategy, we have the experience and deep resources to help.

To learn more about us and how we may be able to assist you, please simply reach out to us.

  • 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.