PCG Guiding Principles

We at PCG Wealth Management. (PCG) have built a firm for independent advisors, by independent advisors. It was conceived with five guiding principles always in mind;

Flexible- Be nimble and flexible enough to allow our independent advisors and branches to operate autonomously but with exceptional back office support and an experienced leadership team

Collaborative- Our experience tells us that advisors today, as independent as they are, find value in sharing ideas and best practices

Environment- Having past leadership experience with a national publicly traded firm, we have cultivated an inclusive, warm and friendly atmosphere that champions professional growth

Honest - We want all encounters with our advisors, DBA’s and branches to be simple, honest and free from surprises

Assurance- Provide clarity by offering a supervisory structure that delicately balances our complex regulatory responsibilities with common sense