PFS Wealth Management Group

Call Directions Website

PFS Wealth Management Group Providing tax, risk, and fee-efficient outside-the-box tools and strategies that the big box brokerage firms are unable and unwilling to offer.

PFS Wealth Management Group is an independent, privately-owned wealth management firm focused on helping its clients manage and build financial assets in a challenging global marketplace. Our goal is in guiding individuals, families, and organizations in enhancing performance and reducing risk through a wide range of asset management tools and strategies. Insurance products are offered through the insurance business, PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requriements
Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 03640628-1/26

10/26/2026

What are RMDs?

FC Naples is back on home turf for the season finale against Spokane Velocity FC!It's been a season filled with unforget...
10/24/2026

FC Naples is back on home turf for the season finale against Spokane Velocity FC!

It's been a season filled with unforgettable moments, and now it's time to bring the energy one more time and show our team what the Naples community is all about.

Let's fill the stands, bring the noise, and close out our season together. ⚽️

Let's close it out together, Naples. 🏠💙



Disclosure Investment Advisory Services may be offered through AE Wealth Management, LLC, a registered investment adviser. Working with AE Wealth Management, LLC cannot guarantee investment success or that specific financial goals will be achieved. FC Naples USL LLC is not a current client of AE Wealth Management, LLC. FC Naples USL LLC was provided cash compensation as follows by Preferred Financial Services, Inc. for this endorsement, as such term is defined under SEC Rule 206(4)-1. This cash compensation creates a material conflict of interest, as the endorsement may be influenced by the compensation received. For more information visit pfswealthgroup.com/fcnaples-disclosure/: 04278681 - 10/26

10/23/2026

For many retirees, Required Minimum Distributions can affect both the income they receive and the taxes they may owe. That’s why it’s important to understand the rules and consider how RMDs fit into your overall retirement strategy.

In this clip from The S.M.A.R.T. Approach to Retirement, I share some key points to keep in mind when it comes to RMDs.

The more you understand about your retirement plan, the more confidently you can make decisions.

Watch the full episode on my website.



Disclosure Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement. 04278681 - 10/26

10/22/2026

Capital Gains Tax?

It's easy to talk about the future you want.It's harder to consistently save, invest, review your strategy, make adjustm...
10/22/2026

It's easy to talk about the future you want.

It's harder to consistently save, invest, review your strategy, make adjustments, and stay committed when distractions appear.

That's where ex*****on matters.

Your plan gives you direction. Your actions give that plan momentum.

Ideas create possibilities. Ex*****on creates progress.



Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement 04278681 - 10/26

10/21/2026

Tax advice?

Your outcomes often reflect the standards you are willing to accept.If you want different results, sometimes the first s...
10/20/2026

Your outcomes often reflect the standards you are willing to accept.

If you want different results, sometimes the first step isn't changing the goal.

It's raising the standard for how you pursue it.

That could mean being more intentional with your finances, more disciplined with your investments, or more consistent about reviewing your plan.

Small standards, repeated consistently, can shape a much bigger future.



Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement 04278681 - 10/26

10/19/2026

One of the questions I often hear is: “What happens when I sell an investment that has grown significantly?”

That’s where understanding capital gains tax becomes important.

Taxes can influence the amount of money available to you, especially when you’re transitioning from building wealth to using it for retirement income. That’s why tax considerations should be part of the conversation, not something addressed after the fact.

In this clip from The S.M.A.R.T. Approach to Retirement, I share some important considerations around capital gains and retirement planning.

You can watch the full episode on my website.



Disclosure Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement. 04278681 - 10/26

10/17/2026

How often should you take a look at your plan?

10/16/2026

What if your retirement strategy looked beyond investments?

Taxes can influence how much of your retirement income you actually keep.

That’s why retirees should consider the different tax-efficient strategies available to them and how those strategies work together with their broader financial plan.

The goal isn’t simply to find one “tax trick.” But to build a thoughtful strategy around your income, assets, goals, and future needs.



Disclosure Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. A PR firm was paid to assist with media placement. 04278681 - 10/26

Address

5100 Tamiami Trl. N. , Suite #103
Naples, FL
34103

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18883312821

Website

Alerts

Be the first to know and let us send you an email when PFS Wealth Management Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share