Who we Are
We are independent financial advisors who are committed to doing what is best for you.
Our firm is backed by the resources, technology, and security of a large registered investment advisor, while still maintaining the personalized attention our clients deserve.
We offer solutions to help your needs and those of your family when it comes to retirement, investment, insurance, estate, and tax planning.
Our first, second, and third priority is YOU.
Disclaimers
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory, Gallia Wealth Management Group, LLC., and Private Client Services are unaffiliated entities. Advisory products and services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.
RFG Advisory ADV Part 3, Form CRS, RFG Advisory ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.
Insurance products and services are offered through several insurance providers including RFG Solutions, LLC, an affiliated company of RFG Advisory. Neither RFG Advisory and its Investment Advisor Representatives nor Private Client Services and its Registered Representatives engage in the practice of law or accounting. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
