Wherever life takes you, wherever you want to go, Private Wealth Strategies Group will be there to help you find your freedom.
Saving for retirement, nearing retirement, and living in retirement are stages of life in which Private Wealth Strategies Group (PWS) has focused on since 2011. What began over three decades ago as a concentration on education and municipal markets has grown to encompass a multifaceted financial services firm for a comprehensive clientèle. We are committed not only to planning needs but to helping our clients realize financial independence, security, and full control of their lives. We are here to help you, our clients, “find your freedom” in whatever shape and form that takes.
True individual freedom cannot exist without economic security and independence.
Franklin D. Roosevelt
The Way Forward
At Private Wealth Strategies Group, we are committed to helping our clients define what freedom means to them and then helping each and every person realize his or her goals, dreams, and financial future. Our leading financial professionals bring a wealth of experience to the planning needs of wealth management clients, educators, and municipal employees. See how we can help you plan, prosper, and find your freedom!
Determined to Make it Happen
The financial professionals at PWS Group form a dedicated and passionate team with a singular goal—preserving our clients’ financial health and well being. Ben Felicelli and Matthew Speedy are two Managing Directors of PWS Group who have been awarded Equitable Advisors’ Retirement Planning Specialist title, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Freedom is found when we let go of who we’re supposed to be and embrace who we really are.
Anonymous
PWS Process
Our 5-step process to get you where you want to be—whether it is developing a savings plan, asset protection, or planning for retirement—is based on solid experience and sound judgment. We know the questions to ask upfront, the strategies to implement, and the ongoing checks and balances required to develop a financial plan that works for you.
Financial Planning
Wealth Management
Wealth Accumulation
Education Planning
Retirement Planning
Estate Planning Strategies
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)