Your wealth. Your goals. Our guidance.

We help entrepreneurial and real estate investors integrate real estate, private investments, and market assets into a single, cohesive financial plan.

Start A Conversation

Our Model Is Different

Investment Explorers
You’ve built wealth with your career and want to take the next step. Real estate offers opportunities, but the options are overwhelming. We help you evaluate strategies and integrate real estate into a thoughtful financial plan.

Time-Crunched Dealmakers
You’re constantly chasing deals but managing them is costing you time, energy, and missed opportunities. We bring structure and coordination to your investments so you can make confident decisions and reclaim time for what matters most.

Retiring from Real Estate
You invested for passive income, but it was never truly passive. Now you’re ready to simplify, step back, and enjoy the life you’ve created. We help turn complex portfolios into coordinated income and freedom.

Real Estate & Private Investment Oversight

Most portfolios become fragmented across deals, properties, and accounts. We bring everything together so it works as one cohesive strategy.

Real Estate Portfolio Advice
We help you evaluate existing and new real estate investments to ensure each one aligns with your broader financial strategy.

Investment Tracking & Coordination
We coordinate your assets and report across properties, private deals, and market investments so your portfolio works cohesively.

Deal Analysis
We provide clarity on private deals using an objective framework to help you evaluate opportunities and make confident, informed investment decisions.

Due Diligence Support & Document Review
We review offering materials and documents to help you identify risks and understand where each deal fits into your overall plan.

Wealth Planning for Your Retirement and Legacy
We design coordinated retirement and legacy plans that support your lifestyle today while preserving wealth for the future.

Start A Conversation

Tiered Offerings

Every PMC Wealth membership provides the support and oversight you need to turn strategy into action.

Choose the level that aligns with your current financial complexity:

Essentials Member

Best for retirement and investment guidance, plus access to PMC portfolios and cash solutions

$297/mo Retainer +
$1,000 One-Time Setup Fee

Includes:

eMoney Financial Dashboard + Goal Tracking
Annual Financial Plan / Retirement Plan
Periodic Meetings with an Advisor
Document Review for Deals (Completeness Only)
Access to Actively Managed Portfolios Custom Portfolios, and Fixed Income Portfolios (AUM)
Communication with Client’s CPA, Attorney, or Outside Advisor

Learn More

The Reserve

Best for complex financial needs, estate/tax planning and concierge-level support

$997/mo Retainer + $2,500 One-Time Setup Fee

Includes Essentials Benefits, Plus:

Investment Advice on the Deal (not just document review)
More time with the advisor (ongoing and as needed)
Deeper, Proactive Planning
High-touch / white-glove service
First $1,000,000 of managed assets included (no AUM fee until assets exceed $1M)

Learn More

Why Clients Choose PMC Wealth

PMC Wealth is built to serve as an independent, professional second set of eyes on your financial life. We analyze, interpret, and seek to improve the strategy behind your existing portfolio — without pressure to replace your advisor or move assets.

Our mission is simple: give you access to the same professional tools, planning frameworks, and strategic insights used by high net-worth families, without tying that access to product sales or commissions.

Clients rarely come to us because they’re dissatisfied with their advisor. They come for clarity.

Whether you’re managing multiple portfolios, holding idle cash, or exploring alternative investments, we help you:

Evaluate where your money is currently positioned
Review investments traditional advisors never touch (401k, cash accounts)
Understand whether it’s working efficiently across accounts
Identify blind spots, hidden risks, or areas of inefficiency
Realign your strategy with what actually matters to you — your values, your goals, your timeline
Adjust your plan with clarity, not complexity

We’re here to complement your current strategy with fresh perspective and advanced tools. If everything checks out, we’ll confirm it. If there are gaps, we’ll provide recommendations you can act on — with your advisor, or with us.

The PMC Experience: Designed for the Discerning

At PMC Wealth, we know that real financial clarity isn’t just about numbers. It’s about feeling in control, confident, and well-supported.

That’s why each tier of our service is built to offer not just insight, but a partnership — one rooted in independence, precision, and purpose.

Whether you’re just beginning to shape your long-term strategy or actively stewarding multi-generational wealth, you’ll find in PMC a team that listens first, advises with integrity, and moves with intention.

We don’t sell products. We don’t chase trends.

We build financial frameworks that stand the test of time and transition.