Welcome to Private Client Services, Inc.

Protecting You and Your Best Interest

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.

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 interest 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 support 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.

Private Client Services, Inc. is not a Broker Dealer or an Investment Advisor.

We are your advocates. We sit on the same side of the table as you do and look after your best interest.