Our Difference

Setting the Future in Motion

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 focus 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. We do this by offering new investment opportunities, new efficiencies and technologies, solid tax-advantaged investment platforms, and a wealth of experience to help you reach your maximum potential.

PWS Group is comprised of leading financial professionals who focus on the financial needs of individuals, educators, school employees, non-profit organizations, families, business professionals, retirees, hospitals, higher education, and government employees.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

PWS is a group of financial professionals offering securities through Equitable Advisors LLC, one of the nation’s leading providers of retirement plans for educators. We remain committed to maintaining the highest standards of integrity and professionalism in our relationships with our clients. As a PWS client, you will have access to innovative tools like the PWS Money Map – a secure and dynamic real-time balance sheet that updates daily and keeps everything in one place.

Financial Planning

Wealth Management

Wealth Accumulation

Education Planning

Retirement Planning

Estate Planning Strategies

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