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Our Services
Pebble Management Group, L.L.C. offers comprehensive services to meet the needs of individuals, businesses, trusts, foundations, etc. We take a look at the whole financial picture and design a strategy to meet the specific and unique needs of the individual or entity. Our services include Portfolio Management, 401(k)/Retirement Plans, and Wealth Management. Wealth Management is a comprehensive strategy that includes portfolio management, retirement savings, estate planning, business continuation planning, and insurance services. All insurance services are offered through an affiliate of PMG.  

For the individual, our advisers review your investment portfolio, retirement savings, estate plans, insurance levels, and other appropriate areas to ensure you are on the right path to meet or exceed your financial goals. We will work with you and recommend appropriate options to create and implement a custom strategy that will assist you in reaching your financial goals.

Entities such as corporations, partnerships, limited liability companies, foundations, trusts, etc. have very specific needs and goals that vary from company to company. Some are looking to maximize the returns or income on the investment portfolio. Others are looking for more efficient retirement solutions that offer the company time and cost savings while providing the employees with better alternatives for their retirement savings. Our advisers work with the entity to review the investment portfolio, retirement benefits, and business continuation plans for small businesses or key persons in larger companies. Our goal is to help your entity reach its goal.
 
 
 

Pebble Management Group, LLC is a Registered Investment Adviser. Information presented in this publication is not intended to be specific investment advice. Investors should consult a qualified financial adviser before making investments specific to their needs and situation. The information in this website constitutes neither an offer to sell nor a solicitation to invest. Such offer or solicitation will be made only in those jurisdictions where permitted by law.

To the extent that this material concerns tax or legal matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax and/or legal professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of LA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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