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Wealth Management
Wealth management is an important step in your financial well being. Many people look at their investments as wealth while in reality it is so much more. Life events come in both expected and unexpected ways. Wealth management is preparing as much as possible for life events as they happen. At PMG, we look at each of our clients' situations with an eye toward future life events. Planning for life events, such as weddings, births, travel, school, sickness, or death, is an important step in providing for a family or business for both the short and long term.

We work with our clients to review life plans and develop a custom strategy to meet their individual goals. We offer portfolio management that is customizable to your needs. Alternative investments are carefully screened and added as part of a client's portfolio where appropriate. For business owners, we offer a customizable 401(k) platform with no hidden costs that are cost effective for businesses of any size. 

We are prepared to help our clients meet the ups and downs of life. Contact us today for information on how we can assist you on your life's journey.
 
 
 

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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