PF Wealth Management Group, LLC

Wealth Management Services

At PF Wealth Management Group, we currently offer wealth management services in Oakland, Philadelphia, and Houston. Our Wealth Management Services starts with:

A Comprehensive Strategy

Clear Action Items Covering Your Financial Life

Our Implementation Timeline

Regular Updates

Retirement Planning

No matter your age, it is always a good time to plan for a financially secure and stress-free retirement. So let us help you start or nurture your nest egg so that you can make your ideal retirement a reality when the time comes. 

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Investment Planning

We believe the best investments are ones that align with your values, goals, and risk tolerance. That is why we offer customized investment planning that takes the guesswork out of asset allocation so you can secure your future now. 

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Tax Planning & Support

Our tax planning strategies are integrated into your plan to help mitigate the impact taxes might have on your financial goals. Working with our tax experts, we help make tax planning more accessible than ever, saving you time and money. We also don't mind coordinating with your accountant to ensure your tax strategy is in line with your goals. 

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Risk Management

Our financial experts work closely with you to understand your unique financial situation, financial commitments, and ability to assume risk. We assess your current portfolio of investments and provide our professional and financial advice concerning risk management. In addition, we help you plan for the unexpected with the right amount and type of insurance. 

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Estate Planning

With the right estate plan, you can have confidence knowing that your wishes will be taken care of throughly. 

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Cash Management

We know that having a top-level analysis of your cash flow is critical to planning your future lifestyle. Therefore we work with you to maintain an up-to-date snapshot on where you are in achieving your goals.

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