PGI Wealth Management

At PGI Wealth Management, our goal is to provide clarity, direction, and confidence to our clients. We are a full-service wealth management firm that specializes in helping individuals, families, businesses, and institutions achieve their financial goals. With decades of industry experience, our team of experts provides a wide range of services tailored to meet the unique needs of our clients.

Our Team

Our team of professionals is dedicated to delivering exceptional service and expertise to our clients. Our team members have a deep understanding of the financial landscape and are committed to helping our clients achieve their financial goals.

• Cindy Hunt, ATA, EA: c.hunt@pgiwm.com
• Dustin Dorhout: d.dorhout@pgiwm.com
• Erin Martin, MS, CFP: e.martin@pgiwm.com
• Katie White, CFP, CDFA: k.white@pgiwm.com
• Nicholas McElroy: n.mcelroy@pgiwm.com
• Ruben V. Rozental, MBA, CRPC: r.rozental@pgiwm.com
• Ryden Hines, MBA: r.hines@pgiwm.com
• Todd McElroy: t.mcelroy@pgiwm.com

Our Services

At PGI Wealth Management, we offer a wide range of services to help our clients achieve their financial goals.

Individuals & Families

We understand that each individual and family is unique, and we offer a comprehensive suite of services to deliver a tailored solution. Our services include:

• Financial & Retirement Planning: We help you create a comprehensive financial plan that aligns with your goals and values.
• Investment Management: We provide customized investment strategies tailored to your financial goals and risk tolerance.
• Estate & Legacy Planning: We help you create a plan that ensures your wealth and values are passed on to the next generation.
• Insurance Planning: We help you create a comprehensive insurance plan that protects your assets and provides for your loved ones.

Businesses & Business Owners

We understand that businesses and business owners have unique financial needs, and we offer a range of services to help you achieve your goals. Our services include:

• Retirement Plans: We offer a range of retirement plans, including 401(k), Safe Harbor 401(k), Profit Sharing Plans, and more.
• Group Insurance: We provide a range of group insurance options, including life, AD&D, short-term disability, long-term disability, dental, vision, and health insurance.
• Exit & Succession Strategies: We help business owners plan for the eventual transition of their business.
• Business Protection: We provide a range of business protection options, including buy-sell funding, key employee insurance, and overhead expense insurance.

Why Choose Us

At PGI Wealth Management, we are dedicated to providing exceptional service and expertise to our clients. We take the time to understand our clients' unique needs and goals and develop tailored solutions to help them achieve their financial objectives. Our team is committed to delivering exceptional service and building long-term relationships with our clients.