A logo for pf wealth management group people first

Giving You More Time To Do What's Meaningful To You.

Financial Planning and Wealth Management Services

Achieve greater clarity of your financial decisions by aligning your core values and life goals, and ensuring decisions reflect in full transparency what truly matters to you.

Schedule a Consultation

Our Institutional Partners

A blue and purple logo on a white background.

"Building our firm so the people who choose us speak positively about their experience, where other people want to come and be a part of that."

A woman wearing glasses and a green shirt is smiling.

Jocelyn D. Wright, MBA, CFP®, RICP®

Managing Partner

PF Wealth Management Group

A blue and purple logo on a white background.

"One of the highest honors is to be invited into someone's family and given the trust and responsibility of helping them carry forward their legacy successfully."

Headshot photo of Frank Paré

Frank Paré, CFP®, CAP®, ChSNC®

President and Managing Partner

PF Wealth Management Group

A blue and purple logo on a white background.

PEOPLE FIRST APPROACH

Values-Based Financial Planning

Live your ideal life knowing you will be protected, with attention spent on what needs to get done.

Our expertise includes:

  • Comprehensive Financial Strategies
  • Retirement Strategies
  • Business Exit Strategies
  • Philanthropy Strategies
  • Special Needs Planning
  • Family Office Services
A group of people are walking on a beach.

Family Office Services

Achieve full transparency over your family office finances by partnering with fiduciaries, and gain freedom to enjoy more of your life in the present.

A woman is walking a dog on a beach at sunset.

Retirement Strategies

Be confident you will be right where you want in the future while our fiduciaries proactively attend to the details needed for successful long-term planning.

Business Exit Strategies

Exit your business in a manner that allows you to achieve your ideal life. Schedule a 20-minute consultation to discuss your needs.

Philanthropy

Let us help you to create a legacy and make a social impact, providing clarity to the complexities with giving money away smartly.

Pro Bono

As a firm, one of the cornerstones of our profession is being able to provide pro-bono services. For every client we bring on, we give back to underserved communities.

Family Office Services

Achieve full transparency over your family office finances by partnering with fiduciaries, and gain freedom to enjoy more of your life in the present.

Retirement Strategies

Be confident you will be right where you want in the future while our fiduciaries proactively attend to the details needed for successful long-term planning.
Schedule a Consultation
A blue and purple logo on a white background.

From Our Managing Partners

A blue and purple logo on a white background.

Featured in

A logo for ft financial times is shown on a white background.
CNBC logo on a white background
The Bloomberg logo is white on a black background.
A blue circle with the words usa today on it
A blue and purple logo on a white background.

Insights on Current Events

From PF Wealth Management Group and Buckingham Strategic Partners

Economic graph displayed on a monitor

The Economic Outlook for Q4 2024

By Buckingham Strategic Partners • October 14, 2024
The U.S. economy has proven to be more resilient than expected, despite months of predictions about an upcoming recession. Many commentators have expected a downturn since the yield curve inverted in the spring of 2022. Now, the yield curve is steepening, with 10-year Treasury yields finally rising above two-year yields. Recent data has shown the...
A shopping cart with a dollar bill in it.

Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts

By Buckingham Strategic Partners • October 9, 2024
Main Takeaway The economy has remained resilient, with strong real GDP growth in the second quarter and inflation easing in the U.S. and globally. However, the economy is beginning to show some signs of stress, as unemployment has started to tick up and job growth has slowed. Against this backdrop, Federal Reserve Chair Jerome Powell...
A graph showing a number of lines going up and down.

What Kind of Returns Can You Anticipate from Your Portfolio?

By Jared Kizer, CFA • October 7, 2024
When building an investment portfolio, clients commonly ask what rate of return is reasonable to expect over the long term. Related to that point, clients often wonder why their portfolio’s returns may be different relative to well-known benchmarks, or indexes like the S&P 500. Let’s dig into both. What rate of return is a fair...
A person is holding a cell phone in front of a laptop computer.

Are Risk and Return Always Related?

By Buckingham Strategic Partners • October 1, 2024
A fundamental principle of investing is the risk-return tradeoff. When you accept more risk, you should expect higher rewards. But is this always true? And how should it guide your investing decisions?  Most investors understand that risk and return are related. Take bonds and stocks, for example. While bonds typically offer lower returns than stocks,...
A cloud of words including teamwork and equality

How to Align Your Charitable Giving With Your Values

By Buckingham Strategic Partners • September 23, 2024
Sara sighed as she stared at the stack of envelopes on her desk, the ones from the charities she had given to in the past. Next to it lay a blank page titled “2024 Giving Plan.” She had promised herself this year would be different – she'd have a clear strategy for her donations. But...
A close up of a computer screen with numbers on it

Understanding the VIX: The Market’s Fear Gauge

By Kevin Grogan, CFA, CFP® • September 17, 2024
Back in early August, the VIX closed one Friday at 23, and by Monday, it spiked as high as 65. The VIX is a measure of the market’s expectation of volatility over the next 30 days, calculated based on S&P 500 index options. S&P 500 options are financial instruments that investors use to hedge against...
See All Insights
A blue and purple logo on a white background.

Schedule An Initial 20-Minute Consultation

A financial plan and strategy customized to your unique needs gives you freedom to do what's most important to you.

Share by: