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.


  • 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.



  • Webinar about Secure Act 2.0

    Secure Act 2.0 Webinar

    Secure Act 2.0 includes changes to Required Minimum Distributions (RMDs), Roth IRAs, Catch-Up Contributions and other provisions for retirement accounts. In this webinar we discuss some of these important changes that were passed into law in December of 2022. 

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  • HSA webinar 2023

    Health Savings Accounts Webinar

    In this webinar we discuss Health Savings Accounts (HSAs) and the reasons why we call these accounts Hidden Wealth Builders.

    Read More
  • Cybersecurity webinar

    CyberSecurity: Protect Yourself

    CyberSecurity – In this webinar we discuss scams and frauds to watch out for, and ways to protect yourself from cyber threats.

    Read More

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