A complete list of active advisors currently associated with PGP Wealth Services, LLC

Warmer can help you find a great advisor at PGP Wealth Services, LLC or one who fits your needs even better.

PGP Wealth Services is an SEC‑registered independent investment adviser serving individuals, small businesses, trusts, estates and charitable organizations, with about 52 client relationships and roughly $79.2 million in discretionary assets. The firm provides ongoing discretionary asset management, comprehensive financial planning, and public education through seminars and workshops. PGP constructs customized investment programs based on clients’ goals, time horizons and risk tolerances and uses a blend of fundamental, technical, charting and cyclical analysis, with periodic account reviews, rebalancing and tax‑loss harvesting as appropriate. The firm may appoint sub‑advisors or further delegate discretionary authority to other money managers to implement client strategies. A distinctive element of PGP’s practice is its regular client education and issuance of periodic written reports or newsletters alongside no‑cost seminars, a feature that is uncommon among peer independent advisers. The firm also operates a small proprietary trading account and discloses internal controls — including quarterly personal‑trading reviews and compliance oversight by the firm’s principal acting as chief compliance officer — to manage potential conflicts.

To learn more about the advisors currently working at PGP Wealth Services, LLC, 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.