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Filomeno Wealth Management forms alliance with Private Capital Group

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Filomeno Wealth Management (FWM), a division of Filomeno & Company, has formed a new alliance with Private Capital Group (PCG).

 
This collaboration connects with the company’s mission to provide its clients with a comprehensive financial planning process, including investment, tax and estate issues, to help them achieve their goals.
 
“We are really excited about this alliance with Private Capital Group because they incorporate a planning based approach that compliments perfectly our roles as accountants, planners and trusted advisors of our clients,” says Thomas Filomeno, managing partner, Filomeno & Company.
 
PCG is an investment adviser registered with the Securities and Exchange Commission. The principals of the PCG are William Rabbitt (pictured) and Benjamin Kille, each having 20 years of experience in investment management and financial planning.
 
“Filomeno Wealth Management and Private Capital Group have collaborated on mutual clients and we are quite pleased that our investment philosophy is very similar,” say Kille and Rabbitt. “It is a natural fit.”

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