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In an effort to stem the spread of the Coronavirus, COVID-19, our office will be closed Tuesday, March 17th through Tuesday, March 31st.  Patrick & Wendy will be working remotely from home during this time period and available through our office phone number of 920-882-5005, email and our cell phone numbers: (Patrick) 920-883-1252,  and (Wendy) 920-252-0085,  We will gladly facilitate any transactions or address any concerns you may have throughout this unprecedented situation.  Please follow the instructions of federal, state and local governments as well as the Center for Disease Control to ensure you remain safe and healthy.

Tailored To You

Planning for what you value most...

Private Wealth Management Group is uniquely qualified to provide guidance and expertise in the areas of Wealth Management and Special Needs Planning.  With over 35 years of financial experience and skill, we help our clients plan for and achieve their goals and dreams, as well as understand the challenges of caring for an individual with special needs.  The complexities of foundational planning and the utilization of resources all reinforce the need to partner with a firm that understands the obstacles you face.

Wealth Management

We create strategies that are tailored to your needs and goals.

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Special Needs Planning

Years of experience have prepared us to guide you through your life transitions.

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Helping Clients Invest In Their Financial Dreams

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Private Wealth Management Group, LLC. we want to fill this role in your life. We welcome the opportunity to guide you along your financial path.  Before we can create a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

Create a Plan

Simplifying the Complex for Special Needs and Wealth Planning

Smart investing doesn’t have to be complicated investing. We take a personal approach to your wealth management needs. Specialized planning can be critical to provide peace of mind for parents and a secure future for their special-needs children.

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