Broker Check

PCG Is Proud To Announce...

| May 29, 2020
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We wish to announce and congratulate our colleagues, Keith Wetjen and Peter Pabich, each for earning a Certified Business Exit Consulting Designation (CBEC®) from the International Exit Planning Association (IEPA).  

Keith and Peter completed the challenging nine-week training program, consisting of  30+ hours of pre-course study, 32 hours of extensive, leading-edge curriculum, and successful completion of the final exam. The IEPA holds their graduates to the highest standard and those that earn the CBEC® designation not only complete the extensive program, but the recipients have successfully taken a business owner through an exit strategy process, delivered exemplary service, and offered the types of solutions the IEPA expects from their advisors. 

We at Private Capital Group are proud of Keith’s and Peter’s accomplishments. When asked why he sought to complete the CBEC, Peter excitedly declared that he “wanted to renew [his] career commitment to provide exceptional advice based upon experience, knowledge, and current market conditions. My top priority is assuring peace of mind to my client, ensuring that his or her assets are most prominent in a business planning and exit strategy, and delivering equal levels of quality care and attention. This shared belief is part of what drives PCG.” 

With more than 30 years of combined experience advising businesses, spanning specialized planning, lending, financing, and exit strategies, Keith and Peter each believe that  continuing their financial and business education will help serve clients more effectively and
efficiently. Keith emphatically noted, “it is one thing for an advisor to say he or she works with business owners, but it is propitious when an advisor has studied and practiced the craft and has earned the certification to demonstrate he or she can help plan for the future and what could be one of the most important events in the life of a business owner and his or her family - a successful exit strategy.”

We are grateful to Keith and Peter for continuing their education and striving to provide the best possible service to PCG clients. While working closely with business owners, Keith and Peter each bring a unique element of expertise to PCG’s proven catalog of successful business relationships. We believe both provide another level of service to our clients and will continue to provide sound financial advice you have grown to trust. 

All of us at PCG, have our clients’ best interest in mind.  We look forward to continuing to assist you with planning for your future.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice. A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.
Please Note: Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. Private Capital Group, LLC   is not affiliated with The Leaders Group, Inc. If you are a PCG client, please remember to contact PCG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. PCG shall continue to rely on the accuracy of information that you have provided.
If you do not want to receive further editions of this weekly newsletter, please contact Private Capital Group at 860.561.1162, or e-mail: privatecapitalgroup@pcgct.com, or write to us at Private Capital Group, LLC, 29 S. Main Street, West Hartford, CT 06107.
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