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Who We Are

Professional Economic Growth Group (PEGG) is a full-service wealth management firm dedicated to helping you achieve your financial goals. Since 1991, we’ve been empowering clients to use their assets to live the life they’ve envisioned. We help you plan for life’s inevitable changes, so you can stay on track.

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The PEGG Principles

Honesty and integrity are the underpinnings of all we do. We value the trust you place in us as your financial advisor, and we commit to be a trustworthy partner. Our dedication to transparency is evident in a fee structure in which we only succeed when you do. It’s that simple!

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Your Path to Growth

Are you ready to chart a course for your long-term growth – carefully balancing today’s needs with tomorrow’s goals and dreams?

When you work with a single source that takes a holistic view of your unique financial needs, understands your vision, and cultivates a plan that’s customized to your goals – your future knows no bounds. Charting a path to growth takes sound advice, expert guidance, and a partner that’s invested in your success. By choosing an experienced advisor as your guide, you can set a course today and enjoy the benefits for years to come.

Financial Knowledge is Power

Our Knowledge Center offers a wide range of resources, empowering you to make the most informed decisions in partnership with a PEGG financial advisor.

  • Articles

    Keep current on the trends and changes that directly affect your financial life. We’ve selected timely articles that will keep you up to date. Learn More

  • Calculators

    Run the numbers to see how well you’re progressing toward your goals. Our calculators make it easy to test what-if scenarios. Learn More

  • Videos

    Learn about a variety of financial topics and stay current on new developments. These videos are brief, yet highly informative. Learn More

  • Presentations

    Enhance your financial knowledge by delving into a topic in more detail. We’ve selected presentations on the timeliest financial subjects. Learn More

Partner with a Trusted Advisor

Look to PEGG financial advisors for expert advice and personalized guidance.

Our Approach

How do you simplify the complex task of securing your financial future? By partnering with a one-stop source that takes a comprehensive approach to wealth management. PEGG advisors take a holistic view of your financial picture, then recommend ways to nurture growth, mitigate risk, and reach your goals.

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Our Services

Your financial needs are unique – and so are our solutions. With core services in wealth management, asset management, retirement planning, and insurance, PEGG advisors carefully craft custom strategies and develop a financial plan tailored to you.

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Who We Serve

Whether you’re a high net worth individual or a business owner; raising a family or just starting out on your own; closing in on retirement or already there…PEGG has you covered. We help people like you put your money to work to drive you toward your goals.

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Test Your Investment Knowledge

The investing world is growing more complex every day. In this environment, knowledge is the key to making informed financial decisions. Take our brief quiz to test your financial acumen and see how you rank!