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Our professionals
serve, support & solve

The Private Wealth Group, working in alliance with Equitable Advisors and its nationwide network, is a team of industry-recognized professionals experienced in simplifying the complex financial planning needs of
affluent investors. Focused solely on high net worth corporate and individual clients. With decades of domestic and international industry experience, PWG possess a unique combination of distribution leadership, technical knowledge, and market awareness to help our clients make better decisions, convert those decisions to actions, and deliver the sustainable success they desire.

OUR RELATIONSHIPS
WORKING TOGETHER FOR YOUR
VALUES AND VISIONS

Our Process
THE PRIVATE WEALTH
MANAGEMENT FORMULA

The question, “What is Private Wealth Management?” can be
answered with one simple formula.

investment
Management

Receive product agnostic
recommendations. 

Advanced
Planning

Participate in an ongoing
process, not a one-time event. 

relationships &
Resources

Align with like-minded
practices and people.

Let's Build on What You've Accomplished

It’s not what you make, it’s what you keep.


Our Approach

The PWG Advantage

Legally and Ethically Bound Fiduciaries

Over $2 Billion in Assets Under Management

98% Client Retention Rate

Over 100 Years Combined Experience

Upcoming Events

Learn more
The Financial and Emotional Impact of Sudden Wealth

TAILGATE AT UT AUSTIN                                    

Event Nov 28, 2025

RSVP
How to Assess the Top Five Risks in Retirement

cORPUS OFFICE HOLIDAY PARTY      

Event Dec 5, 2025

RSVP
The Financial and Emotional Impact of Sudden Wealth

HOUSTON OFFICE HOLIDAY PARTY      

Event Dec 6, 2025

RSVP
How to Assess the Top Five Risks in Retirement

coming soon                                  

COMING SOON

Learn more

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Our Process
Our History
Our Values
Our Process
Our History
Our Values