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Firm Disclosures

Home / About / Firm Disclosures

ADV Part 3 – Client Relationship Summary

ADV Part 2A

ADV Part 2B-Jeffrey Douglas Perry

Form ADV Part 2B – Robert M. Perry

Form ADV Part 2B – Andrew J Whitten

Form ADV Part 2B – John A. Teixeira

Form ADV Part 2B – Nicholas McDevitt

Form ADV Part 2B – James Serrano

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info@pfgprivatewealth.com
813-286-7776
18572 N. Dale Mabry Highway Lutz, FL 33548

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We welcome the opportunity to meet and establish relationships with potential clients.  As a result, we do not charge for an initial consultation.  This first meeting allows us to get acquainted and for questions and discussion about the issues most important to you.

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Technology Highlights

Explore the advantages of having 24/7 access to your Financial Plan and Portfolio Performance!  Just one of the many benefits of working with PFG Private Wealth Management.

PFG Private Wealth Portal.PDF

Client Portfolio Reporting Center.PDF

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