Wealth management requires both effective design and coordinated actions with a team of experts in investment consulting, tax mitigation, estate planning, insurance consulting and charitable planning.
We’re a boutique financial planning office that has the distinct ability to leverage innovative trading platforms, money managers, custom-designed investments, and research. We don’t want to fit into a box and operate within the framework of large investment firms.
Since our average client is already a millionaire, we employ strategies aimed appropriately as their objectives shift from growing wealth to preserving wealth. Preserving wealth means safeguarding your assets throughout your lifetime to protect your independence and dignity.
Running a business means not only taking care of your clients and customers, it also means building a powerful team around you to help ensure top value and a strong legacy after you exit. In today’s rapidly changing, highly competitive marketplace attracting, developing and maintaining top talent has never been more challenging yet crucial for success.
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Bayview Private Wealth, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.
Insurance products and services are offered through several insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.