Prestige Wealth Group, LLC (PWG) was founded by Managing Partner, Mark Fleksher, in 2007 with the mission of providing unwavering service to all clients and businesses they work with. PWG operates as a truly independent planning firm, not beholden to a particular investment or insurance company. Along with partner, Rich Galgano, CFP®, 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 20 years of experience, PWG has been offering advice and planning services for all three phases of one’s financial journey: accumulation (most of one’s working life), pre-retirement (nearing retirement), and distribution (retirement years). Since every client has their own unique situation, each require a defined plan with along with continued and 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