What We Do
- ► Comprehensive Wealth Management
- ► Financial Planning
- ► Business Planning
- ► Estate Planning
- ► Expert Negotiation
- ► Investor Education
At PCM, we stretch beyond conventional financial services provided by wealth advisory firms. One of the most overlooked services every successful family needs is help with making major purchases for their family. Bargaining often creates stress and wastes a lot of time when a successful investor needs to confront a sales manager, a car dealer, negotiate a plane lease, or sale commission at auction. Often, they don't know the markets, and they're not familiar with the conversation nor the right questions to ask.
The team at PCM is experienced and proficient in ascertaining the key issues and flex points in the negotiation process. We go to bat for our clients to obtain the lowest possible prices on important negotiations or acquisitions for many of our clients.