What departments does PFS Wealth Management Group have?

PFS Wealth Management Group has employees across 1 departments including Finance.

What is the largest department at PFS Wealth Management Group?

The largest department at PFS Wealth Management Group is Finance with 1 employees.

Where are PFS Wealth Management Group employees located globally?

PFS Wealth Management Group has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has PFS Wealth Management Group's team size changed over time?

PFS Wealth Management Group's team has decreased from approximately 11 to 10 employees based on available data.

PFS Wealth Management Group Employee Directory

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.

PFS Wealth Management Group Global Highlights

North America
17

United States Of America
17

Africa
2

South Africa
2

PFS Wealth Management Group's Leadership

A. P.
Managing Partner
Mobile Phone
Email
W. Y.
Managing Partner
Mobile Phone
Email
X. B.
Financial Planner
Mobile Phone
Email

PFS Wealth Management Group Employee Metrics

100%

50%

0%

2026

2025

Business
Banking
Other

Contact profiles from PFS Wealth Management Group

Name

Title

Contact

Location

Last Update

A. P.
Managing Partner
Mobile Phone
Email
Oct 24, 2024
W. Y.
Managing Partner
Mobile Phone
Email
Oct 18, 2024
X. B.
Financial Planner
Mobile Phone
Email
South Africa, Gauteng
Sep 15, 2026

Frequently Asked Questions

What is PFS Wealth Management Group known for?

PFS Wealth Management Group was founded in 2006 and operates in the Financial Services industry. You can contact PFS Wealth Management Group's main corporate office by phone at

+1-888-331-****

. Explore PFS Wealth Management Group's company overview page for more information.

What is PFS Wealth Management Group's most common email format?

PFS Wealth Management Group employees' email format typically follows the pattern of First@pfswealthgroup.com. Trying to find reliable and up-to-date employee contact data? Find more PFS Wealth Management Group email formats with LeadIQ.

How many employees does PFS Wealth Management Group have currently?

PFS Wealth Management Group has approximately 11 employees as of September 2026. These team members are located across 2 continents, including North America and Africa.

Who are PFS Wealth Management Group's key employees and leadership?

As of September 2026, PFS Wealth Management Group's key employees include:

Managing Partner: A. P.
Managing Partner: W. Y.
Financial Planner: X. B.

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PFS Wealth Management Group Employee Directory

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