Our Firm

PMG WEALTH MANAGEMENT

PMG Wealth Management OfficeWith today’s fast paced lifestyle and colorful media outlets it is difficult to know where to look when it comes to your personal financial life. By utilizing a big picture, wealth management approach, we work with our clients to rise above the noise and confusion.

Why is a wealth management approach important? It is a full picture approach, which addresses investment management, financial planning, retirement, estate planning, cash flow, and asset protection. More specific, it includes both sides of the balance sheet, not only investment management, making your financial life stronger.

At PMG Wealth Management™ we work as a personal CFO to solve the needs of our affluent clients, their families, and their businesses as part of a long-term consultative relationship. Every financial decision is based on a client’s specific situation.

PMG Wealth Management, Inc.™ was created in 2007 by Phil Guerrero, CFP® to expand client resources and to increase the service level to clients after spending over a decade with a major wall street firm.  As an independent firm we have no back office proprietary products or firm quotas typically found at the major brand names you’ll see running commercials each day. Each recommendation and plan is custom to who you are.

For 25 years Phil Guerrero, CFP® has been helping clients take back control of their financial big picture and navigate volatile markets.

PMG Wealth Management, Inc.™ is an independent Registered Investment Advisory (RIA) firm. We custody client assets with LPL Financial, the nation’s largest independent broker dealer. As such we are able to focus on our client’s goals, big picture plan, investments, and family protection, all in one process.

What stage of life are you in? If you’re focused on accumulating, protecting, or transferring your wealth, think of PMG Wealth Management™.