Wealth management is principally concerned with the preservation of family wealth and the transmission of wealth from generation to generation while meeting the income demands in an increasingly complex financial world. The Pierce Group manages those complexities and reduces the difficulties of financial management with innovative strategies and solutions that are easy to understand.
We create investment, financial, tax and estate planning strategies that work together to enhance and protect your wealth, reflect your values, and meet your evolving needs. Our advisors are cross-trained in multiple financial disciplines to serve as primary advisors for select individuals and families.
Personal Care and Attention
Of the many services we provide, personal care and attention are by far the most important. You benefit from our advanced knowledge and smaller size. You never get lost in a sprawling impersonal corporate environment. With a personal touch, The Pierce Group can coordinate all your financial affairs and collaborate with your other trusted advisers and family members with efficiency and thoughtfulness. We care about you, your family, your business and the causes closest to your heart.