PMG Wealth Management is an independent investment management and financial planning firm where each recommendation is custom to our client’s situation. We work with a select group of individuals, their families, and their businesses as part of a long-term consultative relationship.
Founded in 2007, Phil Guerrero, CFP® created PMG Wealth Management, Inc. ™ to expand client resources and to increase the service level to his clients after spending over a decade with a well known Wall Street firm.
Many clients look to us to act as their personal CFO and seek our advice on nearly all financial matters. These clients benefit directly from the use of our wealth management process. Other clients may only look for assistance with one or two areas of expertise as they continue to build their wealth.
PMG Wealth Management’s process coincides with the recommended process by the Certified Financial Planner Board of Standards. By utilizing this process we can assure you that all financial decisions we make on your behalf will be consistent with your goals.
1. Establish and define our client-advisor relationship.
2. Gather your financial data and define your goals.
3. Analyze and evaluate your financial status.
4. Develop and present our recommendations and possible alternatives – your financial plan.
5. Implement your financial plan decisions.
6. Establish milestones and use them to monitor your plan.