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Private Client Group

We have learned over the years that with great work and diligence, success will soon follow. Many of our clients feel they need to go to the large cities to achieve a superior level of customized investment solutions. They also seek these firms out for discretion and privacy.

With great wealth comes great responsibility. If you are going to entrust your financial advisor(s) with your hard earned money, you should be able to shake their hand and see them face to face. A phone call to a big city advisor isn’t enough.

It is with that level of dedication in mind that we created the NEW Wall Street Private Client Group (PCG). For those select individuals and families that seek highly customizable investment solutions with the utmost confidentiality…..this is your club. You’ve worked hard; it’s time to live well!

Welcome to PCG…

Concierge Services

Need to arrange a caterer?
How about house cleaner? We will provide you with options.


Private Board Room

Conduct your special meeting in our state of the art board room with Wi-Fi access, LCD TV’s, access to our wet bar, and catering for your unique needs.

Members Only Travel Services

Planning a trip? Need to arrange a private plane? How about a limo to a game?

Please call 920-569-8383 to arrange for your private meeting