Alpharetta, GA Office

PGI Wealth Management is an SEC-registered, team-based advisory (operating under the d/b/a names PGI Wealth Management and Greylin Investment Management) with eight advisors managing roughly $930.6 million for about 497 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and integrated pension consulting services, and its Investment Advisory Representatives may also offer insurance products.

PGI tailors recommendations to individual client objectives and generally favors long-term strategies such as diversified asset allocation, dollar-cost averaging, dividend reinvestment, and a mix of fundamental and technical analysis; accounts are reviewed at least quarterly. The firm bundles pension consulting into its asset management work and typically recommends custody with a major institutional custodian, through which it receives certain institutional services and research support.

Among peers, PGI is notable for maintaining seven offices and for having representatives who are licensed insurance agents, a combination that the firm discloses can create commission-related conflicts of interest while noting clients are under no obligation to purchase insurance through those agents. The brochure also highlights other atypical features for a team firm of this size, including operation under multiple d/b/a brands, an IAR with enrolled-agent activity (handled via referral practices), and use of service providers with AI/machine-learning components subject to periodic due diligence.