Most people in the financial services industry try to explain why they are unique. While Private Client Group is not unique, it is different from most firms for three key reasons:

- Our firm does not believe in static or passive asset allocation - otherwise known-as "buy and hold."
- Our firm was designed from a customer centric viewpoint. That is why Tax, Legal, Investments and Insurance are under the same roof. These companies are independent of one another, but come together to review our clients' needs from all of these fundamental elements.
- Our process - all of our wealth strategies are as individual as you are.

Since 1992 this is a summary of what people have told us. "Here is my money; don't lose my money; keep me ahead of taxes and inflation; anything left over leave it to my children, family or charity." Now of course this is an over simplification and there is no guarantee that you will not lose money, but the theme is what is important to understand. Most people are trying to maintain their lifestyle and make a difference if they can. So I guess the question is are you OK with losing up to 50% or more of your hard earned money in a equity market bear? If you are then we are not the firm for you.



This resonates throughout the Private Client Group. We are not perfect, no one is, but we strive to be our very best each day. Our goal is to be the premier provider of customized solutions for individuals by delivering:
- The highest caliber client service, diligent supervision and customized planning. Our family office offering was built with years of experience in wealth planning, financial management, tax advice, insurance design and legal strategies.
- Private Client Group strives to grow and preserve wealth for generations. As our process stresses, "Risk Adjusted Growth. Risk adjusted growth is not accomplished by passive asset allocation, but rather active management, once the current risk(s) are assessed.
- Trust - by teaming up with industry leaders in custodial services - Pershing, LLC and Schwab Institutional Wealth Services. This allows the client to understand where they are each day. We strive to provide clients with the tools to understand our process and their accomplishments with industry-leading technology and reporting capabilities.