|
Personal Business Management Group, Inc. (PBMG) is a registered investment advisor formed in 1981 to provide comprehensive specialized financial advisory services to wealthy individuals who need assistance in investing their assets and coordinating their increasingly complex financial affairs. Our goal is to provide detailed personal attention to clients not satisfied with the impersonal approach of larger institutions.
Through our services and those of independent professionals with whom we have developed relationships, we offer a multifaceted approach to an individual's financial needs through a flexible, comprehensive program involving one or more of the following services:
- complete financial management
- investment management
- family office services
- trust administration
- tax preparation
Our prime focus is the client. We wish to establish long-term relationships with a small universe of clients who desire this highly individualized service. Sustaining the trust of each client and maintaining a good working relationship is as important to us as generating superior investment results. We are a professional organization that interacts on many levels to inform, advise and recommend, while making your needs our first priority.
|