The PC Wealth Management Group has over 65 years of combined experience in the financial service industry.
They are focused on helping individuals and businesses define their financial priorities. The team delivers a wealth of financial services available at Merrill and Bank of America in an effort to help clients meet their goals. In this extremely volatile world, it is vital to have a highly educated and qualified team by your side.
Whether you seek guidance with investments, insurance, business, retirement, tax, or estate strategies, the group makes it their priority to implement the most up to date and efficient approach to managing wealth. The PC Wealth Management Group has the qualifications to provide a unique perspective for our clients by carefully analyzing the investment insights of Merrill and making sure each client is strategically positioned to achieve their goals.
Our team holds many designations which include CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor™, Chartered SRI Counselor™, Certified Exit Planning Advisor, Chartered Financial Consultant®, Certified Life Underwriter®, and Certified Plan Fiduciary Advisor
The PC Wealth Management Group has over 65 years of combined experience in the financial service industry.They are focused on helping individuals and businesses define their financial priorities. The team delivers a wealth of financial services available at Merrill and Bank of America in an effort to help clients meet their goals. In this extremely volatile world, it is vital to have a highly educated and qualified team by your side.Whether you seek guidance with investments, insurance, business, retirement, tax, or estate strategies, the group makes it their priority to implement the most up to date and efficient approach to managing wealth. The PC Wealth Management Group has the qualifications to provide a unique perspective for our clients by carefully analyzing the investment insights of Merrill and making sure each client is strategically positioned to achieve their goals.Our team holds many designations which include CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor™, Chartered SRI Counselor™, Certified Exit Planning Advisor, Chartered Financial Consultant®, Certified Life Underwriter®, and Certified Plan Fiduciary Advisor
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.
