Private Capital Group

Independent Wealth Management Team

The professionals at Private Capital Group work with successful business owners and affluent families, many who have accumulated or have the potential to accumulate more than they contemplate spending in their lifetimes.  If you are in this situation, you know that you have a unique set of circumstances, needs and choices.  We work with you to understand the outlook for your ideal future, respecting your values and goals.  We establish where you are now and prioritize the importance of each goal.  We then develop a plan of action to help you move from success to significance in your business and in your personal life.  In short, we help you make sound and important decisions that affect you and your family.

The Representatives of Private Capital Group have joined forces with Partners Financial, a national company based in Austin Texas.  This links our firm with over 300 of the top independent financial services companies in America, offering exceptional services in key areas: estate, business, employee benefits, investments, and charitable giving.  In addition, we are partnered with NFP Securities, an independent broker-dealer.  Through NFP Securities and Private Capital Group we are able to offer outstanding capabilities in investment advice and services to our clients.


At the individual client level, our financial professionals work with carefully selected professionals, including attorneys, accountants, portfolio managers, business consultants, and advisors in a  wide range of disciplines with one goal in mind: serving our clients with excellence.  No single advisor can serve successful business owners and affluent families alone.  We seek a leadership role to join together with a team of professionals that will provide the appropriate combination of services to help meet each client’s individual and unique needs.

What We Do Video:  http://financialpicture.com/PrivateCapitalGroup/What.html
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

More Newsletters →