The Private Client Group

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Process

The Private Client Group helps navigate clients along their financial journey using a proven 5 step process:

The Focused Wealth Strategy System ™

The Introductory Assesment

Introductory Meeting

The Discovery Session

Definition of Goals & Objectives

The Professional Design

Strategic Analysis & Financial Plan Construction

The Wealth Management
Solution

Plan Presentation

The Collaborative Implementation

Plan Implementation

Ongoing Review


I. THE INTRODUCTORY ASSESSMENT

A team leader meets with client to introduce the services offered by The Private Client Group and describe the benefits of proper planning.

II. THE DISCOVERY SESSION

Through a personal interview process, we identify your short and long term financial objectives. We discuss your current financial situation and project where you would like to be at defined points in time. At this stage we collect all of your financial information and documentation. Combined with your future goals, this information is the basis upon which we make our recommendations.

III. THE PROFESSIONAL DESIGN

The financial information you provided to us in conjunction with your financial objectives are reviewed by all team members. Concepts, strategies, products and resources are selected to meet your objectives, and the financial plan is designed. If you have an existing plan, we will examine and analyze its strengths and weaknesses and recommend alternative solutions.

IV. THE WEALTH MANAGEMENT SOLUTION

A written strategic financial plan is recommended to you with a detailed explanation of the problems and the rationale for the solutions we are presenting.

V. THE COLLABORATIVE IMPLEMENTATION

We work together to put your plan in place.
Recommendations are implemented according to a prioritized schedule.

THE ONGOING REVIEW

Periodic review dates are established to determine the ongoing adjustments necessary to meet goals and objectives as a result of a change in your circumstances.

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.