PGI Wealth Management

PGI Wealth Management

Founded in 2018 and headquartered in Alpharetta, Georgia, PGI Wealth Management is a registered investment adviser serving a broad client base that spans individuals, high-net-worth families, businesses, and institutional entities such as pension plans. The firm operates without a disclosed single-family anchor, positioning itself as a provider of integrated advisory services rather than a dedicated family office. The firm's investment posture combines advisory and discretionary portfolio management across liquid markets. Service lines disclosed on its website include investment management, retirement planning, estate and legacy planning, and insurance planning for individual and family clients. For businesses and business owners, PGI offers retirement plan services, group insurance, exit and succession strategies, business protection, and key employee benefits. No direct-investment, private-market, or alternative-asset mandates are publicly evident from available materials. PGI Wealth Management has not publicly disclosed its assets under management, total deployment figures, or team size. Its website does not list named professionals, office locations beyond Alpharetta, or participation in external peer networks or club structures. No recent operational events — such as personnel moves, new fund structures, or strategic expansions — have been identified in the past 24 months from the limited public footprint reviewed. PGI's structural differentiator lies in its broad service architecture for an advice-centric firm of its apparent scale: a single point of delivery spanning personal financial planning, business-owner exit strategy, and institutional retirement plans. This places it in a category of multi-client RIAs that compete on breadth of financial-planning integration rather than proprietary deal flow or a concentrated pool of family capital.