PGP Wealth Services Email Format
Financial ServicesCalifornia, United States0-1 Employees
PGP Wealth Services, LLC operates in the financial services sector as a fee-only firm offering comprehensive financial planning and private wealth management. Based in Burbank, California, the company emphasizes a mission to protect, grow, and preserve clients’ wealth through retirement, tax, insurance, and estate planning services tailored for high-net-worth individuals in Southern California. Since its founding in 2004 by Troy Peterson, the firm has built a reputation for professional excellence in addressing sophisticated financial needs within its specialty area, positioning itself as a dedicated advisor focused on comprehensive wealth management rather than products or commissions. The organization serves a niche client base seeking independent, fee-based guidance across the full spectrum of planning considerations for wealth preservation and estate planning.