PFS Wealth Management Group is an independent wealth management firm focused on helping individuals, families and organizations preserve, manage and build wealth. We do so by designing and implementing individualized investment strategies uniquely adapted to the challenges and opportunities inherent to today’s financial environment.
PFS Wealth Management Group is more than a money management firm. We provide our clients with 360˚ wealth management services and take a committed, holistic approach toward helping them achieve their personal and financial goals. In addition to developing personalized wealth building strategies, we assist our clients with tax reduction, retirement, estate and philanthropic planning, and in broadening their financial education.