Private Capital Group, LLC

Financial ServicesConnecticut, United States11-50 Employees

Private Capital Group, LLC is a financial services firm based in Hartford, Connecticut, with 11-50 employees. The firm provides wealth management services that aim to integrate clients' financial resources and investment strategies into a single, comprehensive plan through a consultative process centered on client goals. Its advisory model emphasizes coordinating with clients' other professionals—such as attorneys, accountants, and insurance agents—supported by an institutional process and a sophisticated financial system to track accounts and improve communication among advisors. Many of its advisors hold CFP designations, and the firm emphasizes a culture of collaboration, oversight, and knowledge sharing. In 2021, Wealthspire Advisors LLC acquired Private Capital Group, LLC, and the company announced expansion of its Connecticut offices that year.

Sign up for free to view info

Email Format Employee directory