Investment Management

At PMG Wealth Management we pay special attention to matching risk/reward early on in a relationship.  This key point, along with our process, allows clients to remain focused on their longer-term goals through all market cycles.  Many clients have been with Phil Guerrero since the technology bubble in the 90’s and have survived these tough market cycles.

After getting to know our clients and their individual needs, we have a number of investment choices available. Solutions may include use of:

  • Advisory solutions/ Strategic Wealth Management
  • Private money managers
  • Exchange traded funds (ETF’s)
  • Risk Management strategies
  • Stocks
  • Bonds
  • Mutual funds
  • Alternative strategies
  • Annuities
  • Asset allocation strategies
  • Retirement accounts (Roth IRA, Traditional IRA, profit sharing, etc)
  • Non-retirement accounts (Taxable accounts, Joint accounts, Trusts)