PWG Affiliates

WEALTH ADVISORS & FINANCIAL PROFESSIONALS

Partner With Us

4

TEXAS BASED LOCATIONS

100+

YEARS COMBINED EXPERIENCE

$575M

ASSETS UNDER MANAGEMENT

$4M

GDC ANNUAL PRODUCTION

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WORKING TOGETHER FOR
EXCEPTIONAL CLIENT OUTCOMES

WEALTH ADVISORS

REGISTERED INVESTMENT ADVISORS

LIFE INSURANCE PRODUCERS

INVESTMENT/PRIVATE EQUITY FIRMS

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WHY PWG AFFILIATES CHOOSE US

Our private wealth team works with both independent advisors and producer teams to help them overcome complexity while making them more efficient and profitable. Services include providing advanced market knowledge, case structuring and design support, marketing materials, serving as third-party validation to prospective clients, and creating educational programs for referral sources.

Wealth Management Companies

For Wealth Management Companies, we offer domestic and foreign distribution strategy support. The includes foreign national programs, international underwriting, private placement life insurance proficiency, marketing strategy, and providing comprehensive training programs. The PWG team possesses extensive distribution experience involving the coordination with regulatory agencies and risk management measures.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Joint Work Opportunities

Joint work is a great way to learn the business and get expert help in solving problems for clients. The idea is to compensate each participant in the sales process based on the value they add to the sale. Traditional 50/50 splits are simple, but sometimes create issues when one or both parties feel that the split is disproportionate to their share of the work. Click the link to view the commission split model followed by Private Wealth Group financial planners.

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CORE VALUES

TEAMWORK

Two are better than one. We are partners. A team will always outperform an individual. We seek ways for everyone to win.

HIGH TRUST

We are always trustworthy and dependable. We do what we say. We are worthy of the reliance of others.

SERVICE TO OTHERS

We believe in servant leadership by putting others interests first. We see the best in others even when they don't. We are committed to exceptional client outcomes.

HIGHLY CONFIDENT

We always strive to be gracious, humble, and real. We are confident in our ability to add value. We express appreciation to clients, each other, and our business partners at every opportunity.

UNWAVERING LOYALTY

We are loyal to our clients, our cause, each other, and our Firm. We avoid chasing shiny objects.

RESPONSIBLE MINDSET

We always maintain a positive mindset. No excuses, high performance. We do not blame, and we own our response to circumstances. We are solutions oriented and we are accountable for results.

AWARD WINNING CULTURE

A brand inclusive of your values

Texas-based firm with a national presence

Decades of proven success and high performance

INDUSTRY LEADING TECHNOLOGY

eMoney Pro & AssetMap software

Morningstar Advisor Workstation & Fi360

Salesforce CRM

Broadridge Financial Solutions

Life insurance large case administration

Enhanced trading tools

AI Technology

Holistiplan

ADVISOR SUPPORT — SYSTEMS & PROCESSES

Marketing services

Automated client service model

Firm Infastructure: Full-time staff and paraplanner support

Case design & assistance

Access to staffed attorneys/CPAs via Advanced Markets Team

Book of business valuations (3rd Party) & advisor succession

Supported Independence Platform

Fee-based financial planning

Proprietary product manufacturing — retail and institutional

LPL Financial & The Private Trust Company

Brokerage General Agency — Crump Insurance Services

Let Our Independence Ignite Yours

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