Filomeno Wealth Management (FWM), a division of Filomeno & Company, has formed a new alliance with investment adviser, Private Capital Group.
This collaboration is in line with FWM’s mission to provide its clients with a comprehensive financial planning process, including investment, tax and estate issues, aiming to help them achieve their goals.
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"We are really excited about this alliance with Private Capital Group because they incorporate a planning based approach that compliments perfectly our roles as accountants, planners and trusted advisors of our clients," said Thomas Filomeno, managing partner, Filomeno & Company.
PCG is registered with the Securities and Exchange Commission (SEC). The principals of the PCG are William Rabbitt and Benjamin Kille, each having 20 years of experience in investment management and financial planning.
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