Comprehensive Wealth Management

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What We Do

Comprehensive Wealth Management

Comprehensive Wealth Management is the core strategy in blending your personal life with our signature expertise to aid you in the accomplishment of your most profound desires and goals.

Investment Consulting

At PCM, we manage and integrate all of the financial aspects of life to maximize the probability of clients achieving all that is important to them.

Including:

  • Portfolio performance analysis
  • Risk evaluation
  • Asset allocation
  • Assessment of impact of costs
  • Assessment of impact of taxes
  • Investment policy statement

Advanced Planning

At PCM, our advanced planning services encompass the following activities:

  • Wealth Enhancement: tax mitigation and cash flow planning
  • Wealth Transfer: transferring wealth effectively - both within and outside of the family
  • Wealth Protection: risk mitigation, legal structures and transferring risk to an insurance company
  • Charitable Giving: maximizing charitable impact

Relationship Management

PCM has a partnership style agreement with each client. Our goal is to ensure that the client’s priorities remain our primary focus as their lives change. In addition, we have regular and ongoing discussions and meetings committed to delivering advice and a sounding board to their family.

NEWS & BLOG

FROM THE BLOG

  • market volatility webinar

    Market Volatility

    In this webinar we discuss strategies for riding the waves of market volatility. As Warren Buffet has said “The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.”

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  • Charitable Giving

    Charitable Giving

    In this webinar we discuss gifting to public charities, donor advised funds, and 501(c)(3) organizations and different strategies for each.

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  • Where to stash cash

    Where to Stash Your Cash

    In this webinar we discuss how much to have in your emergency fund, and where to invest it with easy liquidity and interest rates in mind.

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