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.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

"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