Our investment philosophy combines outstanding research with the benefits of both passive and active investment management techniques in a tax efficient manner.
WEST HARTFORD, Conn. (PRWEB) February 08, 2018
Private Capital Group (PCG), a leading West Hartford-based wealth management and advisory firm, is pleased to announce Keith G. Wetjen, JD, CFP®, Peter C. Pabich, M.S., CFP® and Marilyn Steinmetz, CFP® have joined its growing team. With the addition of Wetjen, Pabich, and Steinmetz, the Company now manages more than $1 billion in client assets.
All three of the new team members are Certified Financial Planners™ who join PCG with a wealth of experience serving individuals, families and business owners to help them realize their financial goals. Wetjen, of Simsbury, earned a Bachelor of Arts Degree from the University of Connecticut and a Law Degree from The Western New England College School of Law. Pabich, of Simsbury, holds a B.A. from St. Anselm College and a M.S. from Rensellaer in Hartford. Steinmetz, of West Hartford, holds a B.A. in Marketing from the University of Hartford, and an MBA in Finance from the University of Connecticut. All three are also active in their local communities with various charitable initiatives.
“We are very selective about who we bring on board,” William T. Rabbitt, CFP® Private Capital Group Co-Founder, said. “At Private Capital Group we utilize a comprehensive approach to financial planning for high net worth individuals, a service/solution focus for company retirement plans, and a sophisticated structure to support endowments. Our investment philosophy combines outstanding research with the benefits of both passive and active investment management techniques in a tax efficient manner. Keith, Peter and Marilyn’s approach is entirely in sync with our philosophy and values and we are thrilled to welcome each of them.”
PCG now employs eight Certified Financial Planners (CFPs), a Certified Public Accountant (CPA), and an attorney plus eight support staff.
With these new associates, Private Capital Group has gained a significant depth of experience and considerable growth in assets under management: “We look forward to the growth opportunities in the marketplace with a stronger and better team approach,” Benjamin D. Kille, CFP®, AIF, Private Capital Group Co-Founder, said.
About Private Capital Group
For high-net-worth individuals and families, Private Capital Group (PCG) provides sophisticated financial planning with asset allocation strategies, cash flow strategies, tax strategies, and estate planning personalized to each client. Advisors develop a tailor-made financial plan designed with the individual client’s best interests, unique needs and long-term objectives in mind. PCG provides the expertise and the solutions for client wealth accumulation, preservation, distribution, business succession, and philanthropic endeavors. PCG uses holistic strategies to drive results and integrates all financial and investment strategies into one Total Wealth Plan. For more information, call 860.561.1162 or visit http://www.pcgct.com.