PF WEALTH MANAGEMENT GROUP, LLC

Overview

PF Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves both individual/family and institutional clients and combines financial planning, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and insurance/product distribution as part of its service set. Its business mix and documented activities indicate a hybrid advisory model: fee-based investment advice delivered alongside brokerage-style product distribution (notably annuities and other insurance products). Investment activity centers on managed public fund exposure and third-party manager allocations to real assets. The firm reports acting primarily in a non-discretionary capacity, which suggests client-approved trades and strategy implementation rather than broad discretionary mandates. PF Wealth is not characterized as an ESG-focused allocator and is described as a capital allocator that routes client capital to outside managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices