Our “Client First” commitment means that what is important to you — is equally important to us.
You come first — whether developing a portfolio uniquely designed to meet your goals, trying to get the most out of your personal investments, or trying to fund your children’s or grandchildren’s education — we listen, we understand and we develop strategies that put you first.
The result is a long-term dependable relationship built on trust and confidence. For 50 years, our experienced team of professional advisors has made a positive difference in the lives of our clients.
We believe your interests come first.
How we put our client first
We treat our clients as individuals, value each client’s unique goals and strive to provide advice that reflects where they want to go. We aim to treat every client with respect and care, knowing they not only want to be listened to, but understood.
As our client, you’ll have a lead advisor as well as the support of our full team. It enables you to benefit from the full breadth of our team’s knowledge and experience, and the confidence of knowing there will always be someone available to serve you. The depth of our personnel and their lengthy tenures at our firm say a lot about the stability and consistency of our group and our ongoing commitment to you.
Our relationship with you is based on Integrity & Professional Ethics
We take great pride in our reputation as the advisor you can trust – proudly earned by cultivating loyal personal relationships by each of our dedicated team members. Our top priority is not just earning your trust, but maintaining it. It is not unusual for our clients to become close personal friends.
Our team of professionals holds many important industry designations, including Certified Financial Planner® (CFP®), Chartered Financial Analyst® (CFA®), as well as Certified Public Accountant (CPA) to offer advice and guidance toward your financial goals.
The strength of our independence
PPG is an independent wealth management firm committed to acting in our client’s best interests.
We believe that during your lifetime, it is not what you earn, but what you keep that counts. For 50 years, we have worked with our clients to help them keep more of their income and ultimately pass on more of their wealth to the people they care about.
Our team works with you to understand your entire financial picture and make sense of all the moving parts. We know that life does not stand still, that change is inevitable, and that your financial needs evolve along with you. Our steadfast commitment to you is to be there, right alongside you as your life evolves and circumstances change. We will work with your other financial professionals — your attorney, accountant, insurance broker, banker and others — correlating your financial strategies for your lifetime and beyond.
Preserving Your Assets
With the support of Raymond James, you can remain confident that your assets are preserved utilizing the latest technological resources. At Raymond James, confidentiality, integrity and the availability of its systems for client information are of the utmost importance.
Technological systems are constantly monitored against threats of tampering or unauthorized activity. Raymond James uses encryption, virtual private networks, penetration/vulnerability testing, and the latest firewall and antivirus technology. Email monitoring utilized for regulatory and compliance purposes also protects client communications.
