About the Advisory Team

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

Every PMC Wealth membership is more than just a financial strategy—it’s a partnership with a high-performance hand-selected advisory team dedicated to turning your goals into actionable results. At the core of this team are two key roles: your Investment Advisor Representative (IAR) and Client Strategy Assistant (CSA). Your IAR is your licensed fiduciary partner, translating your ambitions into compliant strategies while guiding investment suitability, risk alignment, and tax-aware planning. Supporting this, your CSA ensures seamless execution—coordinating private banking logistics, managing financial tools, and keeping your eMoney dashboard optimized. Together, they form a strategic engine—designed to provide clarity, confidence, and continuous momentum on your journey to long-term wealth.

INVESTMENT ADVISOR REPRESENTATIVE (IAR)

Every membership also includes a licensed IAR, your fiduciary partner responsible for building, overseeing, and adjusting your wealth strategy.

• Translating goals into fiduciary-compliant strategies
• Reviewing investments, cash flow, and insurance for long-term suitability
• Monitoring portfolio allocations and risk alignment
• Coordinating with your CSA for smooth execution
• Providing guidance on tax-aware planning, retirement, and estate considerations
• Escalating to specialists (CPAs, attorneys, institutional partners) when needed

CLIENT STRATEGY ASSISTANT (CSA)

Your CSA ensures that every detail of your plan is executed smoothly, so you can focus on what matters most.

• Coordinating privatized banking loans, velocity banking steps, and funding strategies
• Managing private lending logistics and account tracking
• Organizing documents, reminders, and financial tools
• Monitoring cash management structures, including FDIC/NCUA layering
• Keeping your eMoney dashboard updated
• Escalating strategy-level decisions to your IAR