PMC Wealth, LLC
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About
PMC Wealth serves individuals, families, trusts, estates, charitable organizations and corporate or business clients, delivering membership‑based financial planning, hourly consulting, cash management and advisory services. The firm provides both non‑custodial investment advice for outside accounts and optional portfolio management on a discretionary or non‑discretionary basis.
As a fiduciary, PMC Wealth emphasizes ongoing financial planning and cash optimization alongside investment management, offering a set of model portfolios (aggressive growth, growth, balanced, income and capital preservation) as well as custom strategies. Its process includes periodic reviews and rebalancing, and it routinely considers insured high‑yield accounts, treasury ladders and CDs — treating cash positions as a tactical asset when appropriate.
Notably for an independent adviser of its size, PMC Wealth offers portfolio management to corporations and other institutional clients and coordinates institutional‑grade cash placement through a third‑party network that preserves FDIC/NCUA insurance. The firm also documents fixed‑income‑only model options and formal membership tiers that integrate cash management, coordination with external professionals, and non‑custodial advice for retirement and brokerage accounts.
Client services
Expertise
Fee options
$0 - $999,999: 0.80% $1,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
$375-$600/hour for Licensed Investment Adviser Representative; $125/hour for Client Strategy Assistant
Essentials Membership: $297/month; Reserve Membership: $997/month
Fee-only: Monthly Membership Fees: Essentials - $297/month, Reserve - $997/month; Onboarding Fees: Essentials - $1,000 one-time, Reserve - $2,500 one-time; Hourly Rates: $125 to $600/hour
Main office
4624 Goodrich Rd.
Clarence NY 14031
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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