About
PTIC was established in 1995 & instituted it with the vision to be the most respected and referred wealth management group.
We are known for superior client service, which means that we are accessible to our clients, willing to be measured according to their expectations, and we are proactive and clear communicators. Our business is comprised of friendly and informed staff who maintain high levels of integrity. We are known as an objective, superior financial planning firm which clients value because our goals are aligned with theirs. We have a proven process to deliver comprehensive analysis and advice delivered by knowledgeable professionals. Our process includes consistent follow-up on investments, risk, and special needs.
