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We Are Private Wealth Group
Offering client focused, multi-layered financial services.
Private Wealth Group is a client focused, multi-layered financial services organization providing comprehensive wealth management solutions tailored to the needs of individuals, businesses, and non-profit organizations looking to grow with the changing world. We specialize in financial advisory services, life and health insurance, tax consulting, estate planning, and other key consulting solutions.
The Private Wealth Group Story
Private Wealth Group was founded in 2016 by Daniel Gikher, a financial services professional with more than two decades of experience in various sectors of wealth management. Gikher began his career on Wall Street as a trader, and then a high net worth Financial Advisor before embarking on his mission as an independent advisor, a move motivated by the desire to provide a broad range of advisory services to clients under one roof, encompassing the entirety of their financial services needs.
Gikher is joined by professionals in the retirement and estate planning, life insurance, accounting, and financial advisory industries to provide a holistic approach to wealth management. This macro-focused, multi-family style of advising provides an investment experience to clients looking to tend to each of their wealth management needs while working with professionals who understand and appreciate the larger picture of their assets, risk tolerance, and goals.
Why Choose Private Wealth Group?
Offering client focused, multi-layered financial services.