Objectivity

Always looking out for your best interests

A Balanced Investment Approach

Managing portfolios requires a balanced and comprehensive investment approach.

The Attorney Advisor Advantage

For too long, clients have had to act as an intermediary between their legal counsel, their investment advisor, and their tax consultant.


OBJECTIVITY

Always looking out for your best interests

At Private Client Capital Group, we believe that:

  • The key to advisor-client relationships is mutual respect, trust and transparency
  • A fee-based approach ensures the client’s interests come first. Investment advice should be based on independent and thorough research, not what pays the highest commissions
  • The needs and objectives of every client are unique, and require integration among multiple disciplines
  • A sound investment strategy is based upon identifying and pursuing long-term goals rather than trying to beat market returns
  • Only a small, boutique firm can provide the level of personal attention families deserve and need
  • The integration of financial planning with estate planning, tax planning, retirement planning and other services provides unique value to clients. It addresses advisory needs across the spectrum of their lives

If you share these beliefs, you’ve come to the right place. This site provides an introduction to who we are and how we can help you achieve your financial planning goals. Or course, the best way to get to know us is to come in for a consultation and learn more about our philosophy and the way we can help you. We welcome the opportunity to speak with you in person so that we can mutually determine whether your needs are the right fit for our approach. We look forward to hearing from you.

Private Client Capital Group is a fee-only financial planning and investment advisory firm. Preserving your assets and devising strategies and tactics to increase your wealth is our primary goal. We do not make commissions on the sale of stocks, bonds, or proprietary products. Our sole interest is protecting your interests.

We have chosen to limit the size of our firm and the number of portfolios we manage so that we can provide the highest level of individual attention to each of our clients. In this way, we are able to gain a thorough understanding of our clients’ financial objectives and create unique portfolios whose combination of risk and reward accurately reflects each client’s objectives.

In short, when you work with Private Client Capital Group, you can be confident that your interests are protected and your particular objectives are being pursued with due diligence.

A Balanced Investment Approach

Managing portfolios requires a balanced and comprehensive investment approach. We believe that clients should be invested in equities to keep pace with inflation, and we recommend low-cost, passively managed securities — because that’s what’s best for our clients. The close relationships we establish with our clients allows us to select the most appropriate investments, in the ideal combination, to meet our clients’ objectives and optimize their portfolios for maximum wealth preservation and long-term gain.

While we attend to every client based on their needs, our investment strategies are rooted in the idea that markets are efficient, and that sound economic theory suggests investing in value securities — rather than actively trading — leads to a level of performance that serve our clients’ goals for wealth preservation, growth, and cash flow management.

digital tablet and financial report on table

The Attorney

Advisor Advantage

Victor Medina PhotoFor too long, clients have had to act as an intermediary between their legal counsel, their investment advisor, and their tax consultant. Our clients realize the unique advantage of consolidating those disciplines under one umbrella. Private Client Capital Group serves as the financial planning and investment advisory arm for clients of Medina Law Group – which provides estate planning and elder law asset protection planning legal services. Both companies are owned and operated by Victor Medina, regarded as one of the nation’s leading authorities on estate planning and related practice areas.

Although clients are free to choose any advisor or any attorney they like, many clients agree that integrating extensive legal experience with sound investment advice gives them an advantage few families can find.

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