Wherever life takes you, wherever you want to go, Private Wealth Strategies Group will be there to help you find your freedom.
Determined to Make it Happen
The financial professionals at PWS Group form a dedicated and passionate team with a singular goal—preserving our clients’ financial health and well being. Ben Felicelli and Matthew Speedy are two Managing Directors of PWS Group who have been awarded Equitable Advisors’ Retirement Planning Specialist title, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Estate Planning Strategies
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)