Business Details
50+ Years
experience
Your Trusted Partner for Comprehensive Financial Planning & Investment Management
PFG Private Wealth Management has been dedicated to cultivating meaningful relationships with clients since 1969, focusing on growing, protecting, and preserving wealth. Our team of seasoned professionals offers personalized financial strategies tailored to individual goals, leveraging decades of combined experience in investment management, estate planning, and business advisory services. We prioritize comprehensive financial planning, utilizing sophisticated technology to optimize client outcomes while maintaining a commitment to transparency and client-centric service. Our risk-managed investment approach seeks consistent returns with reduced volatility, supported by rigorous portfolio monitoring and tactical adjustments. With expertise in insurance planning, retirement strategies, and fiduciary services, we guide clients through complex financial landscapes.Our 40-year specialization in family-owned businesses provides unique insights into succession planning and executive benefit structures. We emphasize continuous collaboration, offering 24/7 access to financial plans and portfolio performance through our secure client portal. Our team actively engages in community education, delivering retirement planning workshops at institutions like the University of South Florida. We operate under a fiduciary standard, prioritizing client interests through both 3(21) and 3(38) investment advisory frameworks. Our commitment to excellence is reflected in our ongoing due diligence processes and adherence to industry certifications held by our advisors.
Services
Investment Management
Financial Planning
Estate Planning
Insurance Planning
Business Planning
Retirement Plans
Wealth Preservation
Fiduciary Services
Succession Planning
Tax Strategies
Details
- Year established: 1969
Highlights and features
- We offer 55 years of experience in wealth management since 1969
- Our team holds advanced certifications including CFP, CIMA, and AEP
- We provide fiduciary investment advisory services under ERISA guidelines
- Our proprietary portfolio monitoring system enables real-time adjustments
- We specialize in family business succession planning with 40+ years experience
Services
Investment Management
Our investment management service provides risk-managed portfolio strategies designed to preserve capital while pursuing growth. We employ rigorous due diligence and tactical adjustments to navigate changing market conditions. Clients benefit from diversified portfolios with transparent reporting and 24/7 access to performance data through our secure portal.
Estate Planning
We develop comprehensive estate plans to minimize taxes, protect family income, and ensure asset distribution according to your wishes. Our approach coordinates with legal and tax professionals to implement trusts, gifting strategies, and insurance solutions tailored to your specific needs.
Business Planning
Our business planning service addresses succession strategies, executive benefits, and continuity planning for family-owned businesses. We help implement buy-sell agreements, key person insurance, and deferred compensation plans to ensure business stability during ownership transitions.
Retirement Plans
We specialize in designing retirement plans for businesses of all sizes, including 401(k), SEP, and profit-sharing plans. As ERISA fiduciaries, we provide investment selection, monitoring, and compliance support to help employers attract and retain talent.
Financial Planning
Our financial planning service creates comprehensive roadmaps for achieving life goals through integrated tax, investment, and risk management strategies. We use advanced planning tools to track progress toward retirement, education funding, and wealth transfer objectives.
People
Jeffrey D. Perry
President/CEO
Jeff Perry leads PFG Private Wealth Management and oversees investment strategy development. With CIMA, AIF, and CFS certifications, he brings decades of experience in financial services and portfolio management to client relationships.
Robert M. Perry
Chairman of the Board
Bob Perry serves as Chairman and specializes in estate and business planning. Holding CLU, ChFC, and AEP designations, he provides expert guidance on complex wealth transfer strategies and business succession planning.
John Teixeira, Jr.
Director of Financial Planning
John Teixeira leads financial planning initiatives with CFP, CIMA, and AIF credentials. He develops comprehensive strategies integrating investment management, tax planning, and retirement income solutions for clients.
Nicholas R. McDevitt
Financial Advisor
Nick McDevitt provides financial advisory services with expertise in retirement planning. He teaches retirement education classes at local universities and offers personalized guidance for pre- and post-retirement clients.
Andy Whitten
Financial Advisor
Andy Whitten serves as financial advisor and assistant portfolio manager. He supports clients with investment strategies and portfolio management while delivering personalized financial planning solutions.
Questions
What financial services do you offer?
We provide investment management, financial planning, estate planning, insurance solutions, business succession planning, and retirement plan services for individuals and businesses.
Do you offer free initial consultations?
Yes, we provide complimentary initial consultations to discuss your financial goals and determine how we can help you achieve them.
Are you fiduciary advisors?
Yes, we act as fiduciaries under ERISA guidelines, offering both 3(21) and 3(38) investment advisory services to retirement plan sponsors.
What technology tools do you provide clients?
Clients receive 24/7 access to our Private Wealth Management Portal for portfolio reporting, financial planning tools, and secure document sharing.
How do you handle investment risk management?
Our risk-managed approach combines portfolio diversification with active monitoring and tactical adjustments to reduce volatility while pursuing growth.
Do you work with family-owned businesses?
Yes, we specialize in family business planning with 40+ years of experience in succession strategies, executive benefits, and business continuation planning.
Reviews (3)
Joshua Olakanmi
Nov 06, 2021
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MICHELLE MILDRED GOD BLESS YOU Few months back i was scrolling through and reading posts in groups just like you're doing now, i had no intention of investing a penny in forex. i just enjoyed reading testimonies of different people making thousands of dollars in forex, it all seem like a ploy, it was just too good to be true.. Then i thought to… myself, what if this is it? what if this is my only way of earning without having to work all day and night-shifts. I took a bold step to invest with MRS MICHELE who i've read so much good reports about. i invested $1000 in her forex service and
Iacute Tz Brandy Be & Ecirc
Oct 02, 2021
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I don't believe in luck, I believe in trust and understanding, I've been with Mrs Brenda William for some years and I've made good amount of money with her simple strategies of trading. Meeting with her has been the best experience that has happened to me in this past few years and I'm expecting yet another payment from the broker today. Scammers… are everywhere but to find a reliable trader like Mrs Brenda William, Hash is not an easy task and my advice for you all is to come over and join her contact her directly on her WhatsApp:+1 (805) 491-5639 Email:brendawilliam784@gmail.com.
Larry Giannone
Aug 18, 2019
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PFG Private Wealth Management, LLC is one of the most ethical firms I've ever been involved with. I personnely do business with PFG. They are very honest with outstanding customer service. I recommend anyone who is looking for a finacial adviseor / firm to contact PFG.
