Welcome to my firm, PF Wealth Management Group. Contrary to some beliefs "PF" is not based on my initials arranged in reverse. The letters "PF" stands for "People First" and building a practice based on client-centered financial services.

Having an investment strategy is not enough, we believe having a financial "life" plan that's aligned with your values and goals is crucial. Therefore, we help our clients by first helping them articulate their values and life goals before we create their financial plan and strategy. We believe that by capturing our clients' values and goals first, it helps them gain a greater sense of purpose.

Once we have created their plan, we implement so to increase their chances of achieving success. Our clients are usually very busy, so having more discretionary time is their form of real wealth.

We work best with individuals who are open-minded, passionate about life and want to make a difference in the lives of others. They view "planning" as central to their success in life. As a result, our clients are often individuals who are charge with caring for others. They might lead small businesses, non-profit organizations, or work in home health service companies.
With over 30 years in financial services, a couple of college degrees, and few awards, nothing compares to having a relationship with our clients and them knowing my firm is with them through the ups and downs of the market and life transitions.

Firm Description

Financial Clarity for Families with Special Needs 

Planning for a loved one with special needs requires more than financial security—it requires a long-term strategy that balances care, independence, and your family’s financial well-being. At PF Wealth Management Group, we guide families through the complexities of financial planning, ensuring their loved ones are supported for life. 

With over 30 years of experience in comprehensive financial planning, we help families navigate special needs trusts, government benefits, tax strategies, and long-term care planning—integrating these into a holistic financial plan tailored to your family's needs. 

Our mission is simple: to provide clarity, confidence, and peace of mind, so you can focus on what truly matters—your loved one’s future well-being. 

Let’s start a conversation. 

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