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A CLIENT-CENTERED APPROACH

Wealth management that prepares you for a successful financial future in today's ever-changing world.

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Financial Services
How Can We Help You?

We offer a wide variety of financial services all geared to help you with your investment and retirement goals.

Financial Planning

Financial Planning

Your financial health is the key to creating the life you desire now and into the future.

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Estate Planning

Estate Planning

With estate planning, you take the reins and determine the legacy you want to leave behind.

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Insurance Planning

Insurance Planning

Insurance planning allows you to examine the financial risks you face and mitigate them with insurance policies.

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Tax Planning

Tax Planning

Tax planning is vital to the financial health of individuals and businesses.

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Retirement Planning

Retirement Planning

A retirement services provider works with companies to design plans and manage operations related to employee retirement programs.

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Focus On What Matters Most
We'll help you work toward your financial goals so you can take care of the rest.

Personalized Financial Services

Personalized Financial Services

Are you a young executive looking to build a savings strategy or a retiree seeking to create a college fund for your grandchild? No matter your stage of life or personal wealth goals, Private Wealth Group provides a range of services and well-crafted strategies and solutions tailored to your needs.

Palm Beach Gardens Community

Palm Beach Gardens Community

Supporting our clients in the Palm Beach Gardens community is a part of who we are at Private Wealth Group. We're involved in the local community and, as part of our annual giving, we donate a percentage of our profits to various charities, including Chabad of Palm Beach Gardens, Renewal.org, St. Jude, and others.

Client Centric Wealth Management

Client Centric Wealth Management

At Private Wealth Group, our family of clients ranges from young professionals to seasoned retirees, businesses, and non-profit organizations. Whether you're at the height of your executive career, starting up a business, or leading a charitable organization, our team of experts has the experience, knowledge and credentials to help you thrive.

Meet Our Financial Professionals

Daniel J. Gikher

President, Wealth Management

561-335-1040

888-431-9780

d.gikher@lpl.com

Kelsi Southworth

Senior Client Associate

561-335-1040

888-431-9780

Kelsi.c.southworth@lpl.com

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