West Hartford, Conn. (PRWEB) June 11, 2013
Filomeno Wealth Management (FWM), a division of Filomeno & Company, is pleased to announce its new alliance with Private Capital Group, LLC (PCG).
This collaboration connects with the Company’s mission to provide its clients with a comprehensive financial planning process, including investment, tax and estate issues, to help them achieve their goals.
“We are really excited about this alliance with Private Capital Group because they incorporate a planning based approach that compliments perfectly our roles as accountants, planners and trusted advisors of our clients,” said Thomas Filomeno, managing partner, Filomeno & Company.
PCG is an investment adviser registered with the Securities and Exchange Commission. The principals of the PCG are William Rabbitt and Benjamin Kille, each having 20 years of experience in investment management and financial planning.
Both firms share the value of premier client service which includes an unbiased, comprehensive and integrated approach to wealth management: “Filomeno Wealth Management and Private Capital Group have collaborated on mutual clients and we are quite pleased that our investment philosophy is very similar,” Kille and Rabbitt agreed. “It is a natural fit.”
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About Filomeno & Company
Filomeno & Company is a proactive accounting, tax and advisory firm offering a wide range of services including: accounting & auditing, business advisory, business valuations, corporate tax, individual tax, qualified plans and fraud prevention. Through Filomeno Wealth Management, the company offers comprehensive financial planning and wealth management. Located in West Hartford and West Haven CT, the company’s mission is “to passionately serve our clients, our community, our firm and each other.” For more information, contact Filomeno & Company at 860.561.0020 or visit http://www.filomeno.com.
About Private Capital Group, LLC
Private Capital Group is a wealth planning and management firm serving the needs of affluent individuals and successful business owners. The firm is committed to providing clients with sophisticated solutions to their complex financial challenges. Leveraging its established team of professionals and a robust, web-based technology platform, they aim to go beyond the immediate financial needs and considerations of their clients to create a comprehensive Total Wealth Plan.