Financial Advisor | Palm Beach Gardens, FL

Your Financial Partners in Palm Beach Gardens

Let's Chat!

Your Financial Advisor in Palm Beach Gardens

Offering client-focused, multi-layered financial services.

At PWG Financial, we believe financial planning is personal. Our team takes the time to understand your goals and create strategies that grow with you, whether you’re an individual, a business owner, or an organization.

Start Your Plan Today

The Private Wealth Group Story

Private Wealth Group was founded in 2016 by Daniel Gikher, a financial advisor 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, and financial advisory industries to provide a holistic approach to wealth management. This macro-focused, family-focused 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 in the Palm Beach Gardens Community.

Work With Palm Beach Gardens Advisors Who Know You

Choose wealth management firm that takes the time to understand its clients’ unique financial situations, needs, and long-term goals.

Communicate Anytime

Communicate with your advisors at any time. We’re here to fulfill your wealth management needs and are always reachable by phone, email, webinars, and in-person, at your convenience. We are committed to client service at all times.

Consolidated Investment Experiences

Gone are the days where you need different professionals for each facet of your financial life. Now, get all of your wealth management services from qualified individuals within the same company.

Valued Professionals

Entrust your financial needs with highly trained professionals. Our advisors and consultants have extensive experience within their fields and a comprehensive understanding of asset management, planning and forecasting, economics, and business consulting that gives our clients access to sophisticated advisory services.

Simplified Wealth Management

Simplify your wealth management process. Work with professionals who take the time to explain their advisory strategies with you and demystify the process of investing and managing your wealth.

Roadmap To Success

888-431-9780

y.pevzner@lpl.com

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!