A complete list of active advisors currently associated with PCG Wealth Management
Warmer can help you find a great advisor at PCG Wealth Management or one who fits your needs even better.
PCG Wealth Advisors (doing business as PCG Wealth Management, WealthSprings, and Limestone Wealth Management) serves individuals (including high‑net‑worth clients), charitable organizations, corporations and retirement plans, managing approximately $931 million for about 1,800 clients with a team of 18 advisors. Its services include discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes customized, primarily long‑term portfolios constructed from low‑cost mutual funds and ETFs but also uses individual stocks, bonds, pooled investments, structured products and options as appropriate; accounts are monitored continuously and may be rebalanced or traded for tax‑loss harvesting, risk management, or to meet client objectives. PCG offers both wrap and non‑wrap account structures through its Strategic Wealth Management program and implements agreed‑upon discretionary authority for portfolio management and model portfolios. Distinctive aspects disclosed in the brochure include acting as sponsor and portfolio manager of its own wrap‑fee program, a broad retirement‑plan practice that provides ERISA 3(21) non‑discretionary and 3(38) discretionary services plus participant‑level advice and model management, and related business activities such as dual registration with LPL, insurance sales, and affiliated TPA services via RKJ & Associates. The firm also documents practices around mutual‑fund share‑class selection to manage overall fee structures and the potential conflicts tied to custodial transition assistance and commission‑based activities.
To learn more about the advisors currently working at PCG Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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