PFS Wealth Management Group
Financial Services • 
Naples, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 5150 Tamiami Trl., Suite 504, Suite 504, Naples, Florida 34103, US |
| Phone number | +14931601 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisors, Annuities, Life Insurance, Retirement Planning, Financial Planning, Alternative Investments, Tax Planning, 401K Rollovers, Social Security Analysis, Income Planning, Outside The Box, Adaptively Managed Investment Portfolio, Equipment Leasing Trusts, Iras - Traditional And Roth, Non-Traded Real Estate Investment Trusts (Reits) |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contacts at PFS Wealth Management Group
Vincent A. Virga
Chief Executive Officer
James Vackner
Director Of Operations
PFS Wealth Management Group Email Formats
PFS Wealth Management Group uses 2 email formats. The most common is {first initial} (e.g., j@pfswealthgroup.com), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pfswealthgroup.com | 88.9% |
{first name} | john@pfswealthgroup.com | 11.1% |
About PFS Wealth Management Group
Since 2009, PFS Wealth Management Group has been working with friends and neighbors to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. PFS Wealth Management Group is focused on helping individuals, families and organizations preserve, manage and build wealth. We do so by designing and implementing individualized investment strategies uniquely adapted to the challenges and opportunities inherent to today’s financial environment. PFS Wealth Management Group is more than a money management firm. We help provide our clients with 360˚ wealth management services and take a committed, holistic approach toward helping them achieve their personal and financial goals. In addition to developing personalized wealth-building strategies, we assist our clients, with tax-efficient strategies in retirement, estate, and philanthropic planning, and in broadening their financial education. Insurance products are offered through the insurance business of PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1705549 - 3/23
PFS Wealth Management Group revenue & valuation
| Annual revenue | $377,370 |
| Revenue per employee | $38,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
PFS Wealth Management Group has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
PFS Wealth Management Group has never raised funding before.
Netherlands
Italy
United Kingdom
Spain
Frequently asked questions
4.8
40,000 users
