Prestige Wealth Group, LLC (PWG) was founded by Managing Partner, Mark Fleksher, in 2007 with the mission of providing unwavering service to all clients. PWG operates as a truly independent planning firm, not beholden to a particular investment or insurance company. Along with partners, Rich Galgano, CFP®, Matt Geraci, CFP®, Chis Rich, MBA, PWG focuses on the specific goals and intricacies of each individual, family and/or business by developing a plan tailored to achieve clients’ objectives.
With over 75 years of experience, PWG has been offering advice and planning services for all three phases of one’s financial journey: wealth accumulation, pre-retirement (nearing retirement), and distribution (retirement years). Since every client has a unique situation, each require a defined plan along with continued, personalized monitoring. PWG provides this level of individualized service along with the expertise and knowledge needed to navigate the complexities within this world of financial planning and wealth management.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.