At Private Client Group, we combine our expertise in investment planning and money management with a commitment to personalized, individual service. We focus on working with a relatively small group of individuals and families that would typically be characterized as “High Net Worth”. These include professionals, business owners, and corporate executives. We strive to develop an in-depth knowledge of each client’s family members while identifying their needs, goals and risk tolerances. Because we believe in a “multi-generational” approach, we formulate strategies and solutions that are designed to help our clients preserve and grow their wealth, and ultimately pass it onto their heirs.