Private Wealth Advisory Group

"Mike has been managing my money well before his Private Wealth Advisory Group days. He and Candace are very knowledgeable and personable. There is an ease while speaking with them, they explain everything quite well until I fully understand. I am very pleased with Private Wealth Advisory Group! I even gave Mike a key to my house in case of emergency. How's that for trusting someone!"

"If you are looking for financial planning and investing, Private Wealth Advisory Group is highly recommended. I have been working with Mike for over 30 years and have been investing for my retirement. Here we are 30 years later and heading into retirement within 5 years and I am comfortable with my plan. Mike and Candance are understanding professionals who take their time to explain about investing and planning. If you are looking for a financial planner or even if you want to invest a little with another firm, I would recommend you at least chat with them. Many thanks to Mike and Candance for their patience and experience."

"I have been working with Mike for many years and I can't imagine having anyone else managing my portfolio. Over the years Mike has built a sound investment portfolio with retirement in mind. It has been his expertise, encouragement as well as his friendship and his assurance that allowed me to move forward with retirement. He is always there to answer any questions and/or concerns. To say I am extremely satisfied is and understatement and I would advise anyone to work with Mike in confidence."

"Great firm for your investment decisions. Mike has managed my investment portfolio for 20+ years, which includes prior to his creation of this company. His knowledge and guidance are superb. Excellent detail is provided for informed decisions. As a result, I have done quite well and am extremely satisfied. Invest with confidence."

"My wife and I have been working with Mike and Candace for the past many years and have developed a great relationship with them. It is based on that relationship, and getting to know us, that Mike developed a very sound investment strategy to help us plan for our retirement. We are happy to say that they have exceeded our expectations with their knowledge and expertise and fitting the right products to work for us. My wife and I are also happy to say that we have both just retired according to plan, and with the help and coordination of Mike and Candace, we are extremely comfortable in being able to do so. Each time we have met with Mike we have walked away feeling great about our financial future. All we can say is Thank You and BRAVO Private Wealth Advisory Group!"