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Life. What You Make It.

Wherever life takes you, wherever you want to go, Private Wealth Strategies Group will be there to help you find your freedom.


PROVIDING YOU WITH OUR UNDIVIDED ATTENTION

PROVIDING YOU WITH OUR UNDIVIDED ATTENTION

Saving for retirement, nearing retirement, and living in retirement are stages of life in which Private Wealth Strategies Group (PWS) has focused on since 2011. What began over three decades ago as a concentration on education and municipal markets has grown to encompass a multifaceted financial services firm for a comprehensive clientèle. We are committed not only to planning needs but to helping our clients realize financial independence, security, and full control of their lives. We are here to help you, our clients, “find your freedom” in whatever shape and form that takes.

Our Mission

Wherever life takes you, wherever you want to go, Private Wealth Strategies Group will be there to help you find your freedom.

Our Core Values

We value not only practicality but innovation. We value transparency & honesty, professionalism & dedication, and responsibility & good business practice.

Our Approach

Our process at the Private Wealth Strategies Group starts with communication, progresses with leadership, and continues with stewardship.

Our ApproachThe PWS Process

Our 5-step process to get you where you want to be—whether it is developing a savings plan, asset protection, or planning for retirement—is based on solid experience and sound judgment. We know the questions to ask upfront, the strategies to implement, and the ongoing checks and balances required to develop a financial plan that works for you.

What We DoCOMBINING TECH AND EXPERIENCE TO CREATE CUSTOM SOLUTIONS

FAMILIES & INDIVIDUALS

FAMILIES & INDIVIDUALS


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PRE / RETIREES

PRE / RETIREES


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TEACHERS / MUNICIPAL EMPLOYEES

TEACHERS / MUNICIPAL EMPLOYEES


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Planning ServicesThe Way Forward

At Private Wealth Strategies Group, we are committed to helping our clients define what freedom means to them and then helping each and every person realize his or her goals, dreams, and financial future. Our leading financial professionals bring a wealth of experience to the planning needs of wealth management clients, educators, and municipal employees. See how we can help you plan, prosper, and find your freedom!


WEALTH PLANNING & ACCUMULATION

We offer personalized financial guidance, adaptable portfolios, and comprehensive investment options for long-term growth and retirement planning.

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RETIREMENT & ESTATE STRATEGIES

PWS Group aids in retirement and estate planning, helping you ensure financial security and legacy preservation by aligning savings, goals, and asset distribution.

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EDUCATION PLANNING

PWS Group offers college savings plans, so you can ensure financial readiness for children's education and their future opportunities.

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Our TeamDetermined 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.

MEET YOUR TEAM 🡒

Free Portfolio Risk Analysis Tool

Our Risk Analysis Tool is designed to identify your risk tolerance to determine how your portfolio fits your needs. It allows for uncertainties to be addressed by analyzing market growth rate and relative market share, generating metrics, prioritizing, and tracking risk. This helps ensure the combination of assets within your investments meet your financial objectives.

ResourcesWE PROVIDE THE TOOLS FOR YOUR SUCCESS

Our insights are at your fingertips. Are you interested in retirement strategy, wealth management, or other financial topics? You’re welcome to browse our learning resources and connect with a financial professional when you’re ready for critical next steps.

VISIT OUR LEARNING CENTER 🡒

INSIGHTS

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
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The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Contact UsLet's Get Started

The better we understand your needs and goals, the better we can help you strategize for the future. It all starts with listening, and we’d like to listen to you.

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