The PC Wealth Management Group brings over 65 years of combined experience in helping clients navigate the financial complexities that come with success, transition, and impact. We focus on working with women in all stages of wealth, business owners preparing for exit or succession, athletes and entertainment professionals with dynamic financial needs, and nonprofit organizations committed to long-term sustainability.
Leveraging the full range of resources available through Merrill and Bank of America, we provide tailored strategies across investment management, risk mitigation, business transition planning, retirement, tax efficiency, and estate planning. In today’s volatile economic environment, having a highly credentialed, deeply experienced team is more important than ever.
Our credentials—including CFP®, CEPA®, CRPC™, ChFC®, CLU®, CSRIC®, and CPFA®—allow us to offer a 360° perspective on wealth that aligns each client’s goals with smart, strategic action. We are committed to helping you make confident financial decisions today while positioning you for lasting success tomorrow.
The PC Wealth Management Group is a dedicated financial advisory team committed to helping women, business owners, nonprofits, and professional athletes achieve clarity and confidence in their financial lives. With a personalized and values-driven approach, the team meets each client where they are—providing expert guidance to grow, manage, and protect their wealth.
Whether navigating a major transition or planning for long-term success, clients turn to Your Firm Name for trusted advice, strategic insight, and a partnership built on integrity.
Their mission is simple: to empower clients to make smart, purpose-driven financial decisions—today and for the future.
CFP®, CRPC™, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
