PFS Wealth Management Group Email Format

Financial ServicesFlorida, United States11-50 Employees

Based in Naples, Florida, PFS Wealth Management Group has served clients since 2009. The firm works with individuals, families, and organizations to meet financial goals through insurance and investment products. It emphasizes close, personal relationships and maintains a community focus.

PFS Wealth Management Group provides comprehensive wealth management, designing personalized investment strategies and addressing retirement, legacy, philanthropy, and financial education. Insurance products are offered through the firm's insurance business, while its investment advisory services are provided through AE Wealth Management, LLC (AEWM), a registered investment adviser that does not offer insurance. The firm notes that insurance and investment activities are governed by different rules, and it states that it and its representatives do not provide tax or legal advice; investing involves risk, including the potential loss of principal.

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