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Welcome

Welcome to The Preferred Client Group

The Preferred Client Group was founded with the belief that the interests of the client must always come first. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. We provide a full range of financial services for those who want to plan for preservation of their financial assets. Our investment process is designed to provide you with a profile of your current financial standing, as well as information about how we can help you work toward your financial goals. We then customize programs to help grow, manage, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.


Here is what you can expect from your team at The Preferred Client Group

  • We will discuss your financial situation with you – clearly defining both your resources and obligations
  • We will work with you to define your personal and financial needs, priorities and goals
  • We will help determine your time frame for financial results and review the implications with you
  • We will listen carefully to better understand your values, expectations and feelings about financial risk, and then test your plan in hundreds of market situations and determine it’s probability of success
  • Provide high touch, personalized service to you on a daily basis