Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian) and the company’s broker-dealer and corporate Registered Investment Advisor, has announced a new Private Client Group to support high-net-worth clients in achieving their unique financial goals.
According to Guardian’s new Mind, Body, and Wallet® report, reaching their financial goals is a significant source of stress for individuals. The study, for example, found that more than a third of high-net-worth individuals cited their financial plan for achieving major financial goals as a top concern.
To alleviate concerns and support financial well-being, the Private Client Group is available to high-net-worth clients at no additional cost. As members, clients will have access to:
- Premium products and services, including personalized investment management solutions, alternative investments, structured products, securities-based line of credits, and cash management offerings.
- Personalized services from partner firms, including trust, jumbo mortgage, philanthropic, and business owner solutions.
- Preferred pricing and rates on goods and experiences, including hotels, travel, and family activities.
“Over the years, our Mind, Body, and Wallet report has shown that financial well-being plays an outsized role in influencing overall well-being,” said Marianne Caswell, President of Park Avenue Securities. “The goal of our Private Client Group is to support financial well-being by offering an elevated wealth management experience that puts our clients at the center, looking at their goals, family, and what they want to achieve in life. Rooted in our unique strategy of emphasizing both protection and growth, the Private Client Group is a core part of our commitment to supporting client well-being.”
“In working with high-net-worth clients, their unique circumstances and financial goals require a tailored approach. The establishment of Park Avenue Securities’ Private Client Group builds on the firm’s legacy of offering the products and tools individuals need to take charge of their financial future while introducing an enhanced level of white glove service that meets the needs of high-net-worth individuals,” said John Lentz, Partner and Financial Advisor at Strategic Wealth Group.
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