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Welcome to Private Client Services, Inc.
Our priority is to help you achieve your vision and goals: we are your wealth advocate. Unlike most other firms, we are first and foremost
accountable to you. You are our priority. Not share holders. Not board members. We are served by serving you. Most of the financial
services firms that provide a fraction of our services usually have minimum relationship requirements of $50M, or more, and still are
not taking a fully fiduciary role and putting your interests in front of theirs and their firms. In addition, they usually have a slew
of proprietary or standardized products and services they are trying to sell, which may not be the best solution available in the market
place for your particular needs. We do not limit you with any minimums or proprietaryinvestments that may not best fulfill your
individual goals. We always place your financial interests first.
Our services are offered to and through an exclusive network on a "by invitation only" basis. We are frugal when it comes to your
hard-earned wealth and we do not spend your money to impress you with exotic collections and glamour. We find it odd how that is
an accepted practice in the industry. Most importantly we have no problem supporting and looking after your best interest while
keeping your assets where they currently reside. We respect our client's objectives when they seek us to oversee their existing
environment and give them unbiased advice, oversight and verify they are "being served" well.
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