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 focus 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. We do this by offering new investment opportunities, new efficiencies and technologies, solid tax-advantaged investment platforms, and a wealth of experience to help you reach your maximum potential.
PWS Group is comprised of leading financial professionals who focus on the financial needs of individuals, educators, school employees, non-profit organizations, families, business professionals, retirees, hospitals, higher education, and government employees.
Financial Planning
Wealth Management
Wealth Accumulation
Education Planning
Retirement Planning
Estate Planning Strategies
PWS is a group of financial professionals offering securities through Equitable Advisors LLC, one of the nation’s leading providers of retirement plans for educators. We remain committed to maintaining the highest standards of integrity and professionalism in our relationships with our clients. As a PWS client, you will have access to innovative tools like the PWS Money Map – a secure and dynamic real-time balance sheet that updates daily and keeps everything in one place.
Meet Our Team
Matthew Speedy
Ben Felicelli
John Cicala
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Todd Speedy
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Craig Reid
George V. Masefield
Alex Joice
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Gerry Cala
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Anthony Girgis
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Ryan Shea
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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)