PFS Wealth Management Group
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PFS Wealth Management Group is an independent, privately-owned wealth management firm focused on helping its clients manage and build financial assets in a challenging global marketplace. Our goal is in guiding individuals, families, and organizations in enhancing performance and reducing risk through a wide range of asset management tools and strategies. Insurance products are offered through the
One of the biggest questions in retirement is simple:
"Will my income support the lifestyle I want over the long term?"
In this clip from The S.M.A.R.T. Approach to Retirement, I share why balance and income strategy play such an important role in building retirement confidence.
Watch the full episode on our website.
Disclosure Insurance products are offered through the insurance business 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. A PR firm was paid to assist with media placement. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. 4084486 - 6/26
06/06/2026
Locked in and ready ⚽
FC Naples takes on Sarasota at Paradise today.
Wishing the team a strong performance today.
Disclosure Investment Advisory Services may be offered through AE Wealth Management, LLC, a registered investment adviser. Working with AE Wealth Management, LLC cannot guarantee investment success or that specific financial goals will be achieved. FC Naples USL LLC is not a current client of AE Wealth Management, LLC. FC Naples USL LLC was provided cash compensation as follows by Preferred Financial Services, Inc. for this endorsement, as such term is defined under SEC Rule 206(4)-1. This cash compensation creates a material conflict of interest, as the endorsement may be influenced by the compensation received. For more information visit pfswealthgroup.com/fcnaples-disclosure/: 4084486 - 6/26
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Address
5100 Tamiami Trl. N. , Suite #103
Naples, FL
34103
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
