Live well

An effective wealth plan allows you to live the lifestyle you desire today, as well as prepare carefully for the road ahead. We can simplify the day-to-day demands of managing your financial life and provide peace of mind that you are ready for future challenges.

Family office services

Our teams services offer a broad array of client-based services to make your life more convenient, such as:

  • Bill paying and household account management
  • Risk management strategies, including insurance coverage reviews
  • Intergenerational wealth transfer strategies
  • Family partnership/LLC advisory
  • Income tax efficiency and compliance

Philanthropic giving

Philanthropy is a rewarding way for you to live well both today and tomorrow. We can help you establish your legacy and express your personal values by contributing to an organization or community that supports the people and causes you are passionate about through:

  • Gifts of cash, assets or property
  • Charitable trusts
  • A private foundation
  • Donor-advised funds

Estate planning

We suggest an annual review of your estate documents to check whether they are current and reflect your evolving life and family circumstances. We are accustomed to working with your professionals advisors, including attorneys and CPAs, to support your wealth transfer objectives.

Contact us

We would value the opportunity to speak with you and answer any questions you may have.
Please contact us

"The PVG Group’s mission is to help you fulfill your dreams by advising you on your financial lives. We strive to establish long-lasting client relationships, so we can serve your family for generations.”

Cengiz Volkan, AIF®, CIMA®, CPM
Senior Vice President – Financial Advisor
Senior Portfolio Manager

Disclosures

Larry Prutch, NMLS # 558434, Cengiz Volkan, NMLS # 558436, Alan Goldstein, NMLS # 558433, and Neil Fujita, NMLS # 959542 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.