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PGI Wealth Management

Headquartered in MILTON, GA

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Firm Information

PGI Wealth Management is a Milton, GA-based registered investment advisor with over $934 million in assets under management. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They have a team of 7 investment advisor representatives.

PGI Wealth Management

13680 HIGHWAY 9

MILTON, GA 30004

$934.44M

Assets Under Management

307

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

PGI WEALTH MANAGEMENT has a total of 6 branch locations across the country.
location

CORAL GABLES, FL

location

RIVERVIEW, FL

location

Afton, MN

location

MILTON, GA

location

HUNTSVILLE, AL

location

ORANGE, VA

Advisors at PGI Wealth Management

View All 7 Advisors
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Ruben Victor Rozental

RA

CORAL GABLES, FL

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Cynthia Lynn Hunt

RA

MILTON, GA

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David Gregory Parkinson

CFA®, RA

ORANGE, VA

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Unclaimed
Todd William McElroy

RA

MILTON, GA

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Unclaimed
Erin Elizabeth Martin

CFP®, RA

MILTON, GA

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Katie M White

CFP®, RA

RIVERVIEW, FL

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Unclaimed
Dustin Mitchell Dorhout

RA

MILTON, GA

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Unclaimed
Nicholas Ward McElroy

RA

MILTON, GA

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Disclosures

There are no public disclosures for PGI Wealth Management.

Frequently Asked Questions (7)

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