About PR Wealth Management Group
PR Wealth Management Group is a Registered Investment Advisor (RIA) with offices in East Moline, IL, and Las Vegas, NV. They offer comprehensive wealth management services to families, professionals, and business owners, emphasizing a personalized approach to financial planning. With over 30 years of combined team experience, PR Wealth Management Group is committed to acting in the best interest of their clients, providing services such as wealth management, retirement planning, tax strategy, and estate planning. They pride themselves on an academic approach to investing, aiming to minimize taxes and costs while building a bridge to clients' desired financial futures. Their team of financial advisors implements an evidence-based, Nobel Prize-Prize-winning investment philosophy to reduce unnecessary risk and provide ongoing support and confidence in investments. PR Wealth Management Group focuses on building long-term relationships and is dedicated to integrity, courage, discipline, and being customer-focused. They serve clients in East Moline, IL, and Las Vegas, NV, and specialize in retirement plan related services and fiduciary advice.
Website: https://www.prwmg.com/
Founded: 2005
Office Locations
- East Moline, IL (Headquarters)
- Las Vegas, NV
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $511.5M
Team Members
- David Perry, Co-Founder and Managing Director
- Ginella Aldfinger, Director of Operations
- Joshua Robinson, Co-Founder and Managing Director