A complete list of active advisors currently associated with PMG Wealth Management

Warmer can help you find a great advisor at PMG Wealth Management or one who fits your needs even better.

PMG Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, and business owners with discretionary investment management, financial planning, and retirement‑plan consulting. The firm also provides plan‑level fiduciary consulting and refers clients to third‑party money managers when appropriate, consistent with its stated service menu for retail and institutional clients. PMG manages customized portfolios in‑house using a mix of fundamental, technical and charting analysis and offers named strategies such as an “Advance & Protect” approach that treats cash as an explicit asset class and uses a global‑macro, “go anywhere” orientation. Portfolios are typically managed on a discretionary basis, reviewed at least quarterly, and PMG may combine in‑house sleeves with outside managers or tailored allocations to address tax, income, or legacy needs. PMG’s regulatory disclosures highlight two affiliations that are less common among comparable team firms: its advisers are also registered representatives of LPL Financial (which serves as its primary custodian and execution platform) and the firm maintains referral/solicitor arrangements with selected third‑party investment advisers that compensate PMG. The ADV also discloses recent changes to its advisory fee schedule and the firm’s use of third‑party providers for estate‑document coordination, illustrating a mix of in‑house management, broker‑dealer ties, and external adviser relationships that distinguish its operating model from many peers.

To learn more about the advisors currently working at PMG 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.