PFG Private Wealth Management, LLC

08/21/2026

When a business invests in the future, it makes a lasting impact. 💙

A BIG thank you to PFG Private Wealth Management, LLC for sponsoring Oasis Pregnancy Care Centers!

Their generosity helps women and families access pregnancy testing, ultrasounds, education, resources, and compassionate support, all at no cost to our clients.

But their sponsorship means more than a donation. It means helping create a place where someone facing an unexpected pregnancy can walk through the door and find hope, practical support, and people who care.

Thank you, PFG, for helping make a difference that reaches far beyond today! 🙌💙

Check them out here: https://www.pfgprivatewealth.com/

08/20/2026

We're honored to share that PFG Private Wealth Management, LLC has received the Best of 2026 Award for Financial Planner in Lutz, FL from BusinessRate!
This recognition wouldn't be possible without the trust and confidence our clients place in us every day. Thank you for letting us be part of your financial journey. We see this award as a shared achievement, built on the relationships and trust you've placed in us
Here's to continuing to serve our community with the same dedication and care that got us here.

*PFG Private Wealth Management, LLC received the "Best of 2026 Award" for the category Financial Planner in Lutz, FL from BusinessRate, awarded on June 15, 2026. The rating was based on Google Reviews for the period from January 1, 2025 through December 31, 2025. Although no compensation was paid to obtain or use this award, PFG Private Wealth Management, LLC did purchase a commemorative plaque commemorating the award. More information can be found on the ranking methodology at https://businessrate.com/learn-more.

06/16/2026

HERE’S A COMMON ESTATE PLANNING MISTAKE AND HOW TO AVIOD IT! ....

Have you placed your home into a trust as part of your estate plan?

That can be a smart planning move, but there’s one important step many people overlook: contacting your homeowners insurance company.

Once your home is owned by a trust, your insurance policy may need to be updated so the named insured or additional insured properly reflects the trust’s ownership interest.

Why does this matter?

If the home is legally owned by the trust but the insurance policy is still only in your individual name, it could create confusion or delays if there is ever a claim. In some cases, it may even raise coverage questions.

The benefit of updating the policy is simple: it helps align the insurance coverage with the actual legal ownership of the home.

If your home is in a trust, contact your insurance agent or carrier to confirm the policy is titled correctly. It is also wise to coordinate with your estate planning attorney and financial advisor.

Estate planning is not just about documents — it is also about making sure the details work together.

Have Questions? Call us at (813) 286-7776

The information and opinions expressed herein are solely those of PFG Private Wealth Management, LLC (PFG), are provided for informational purposes only and are not intended as tax or legal advice. Recipients of the information provided herein should consult with their financial advisor, legal counsel and/or insurance company before acting on any information contained herein.
PFG Private Wealth Management, LLC is a registered investment advisor

03/09/2026

If you’re in your 40s or 50s and starting to think seriously about retirement, this is important.

Three things you should review right now:

• Your current retirement savings rate
• Your projected retirement income
• Your tax strategy for withdrawals

The earlier you identify gaps, the more options you have to fix them.
Contact us today to find out if you are ready for retirement!

Send a message to learn more

02/26/2026

What Is Risk Tolerance — and How Do You Assess Yours?

Risk tolerance is your ability and willingness to withstand market volatility in pursuit of long-term returns.

12/07/2025

Love is in the air at PFG Private Wealth! Congratulations to Nick McDevitt and Katherine on their marriage yesterday! The 3rd PFG advisor to get married this year!!! We are so happy for you both!! Congratulations!!

07/01/2025

🧠 Your Brain Might Be Sabotaging Your Retirement Plan
It’s not always inflation or taxes that derail your retirement. Sometimes, it’s your own psychology.

Here are 3 mental traps that could be working against your financial future:
🔸 Loss Aversion – We fear losses more than we enjoy gains. So we avoid smart risk—even when it's necessary for long-term growth.
🔸 Present Bias – We prioritize today over tomorrow. That makes saving feel like a sacrifice instead of a strategy.
🔸 Recency Bias – If something just happened, we think it will keep happening. Like thinking the market will keep dropping—or soaring.
💡 Solution: Automate good habits. Build a plan. And work with someone who can challenge your blind spots (yes, even the ones you don’t see).
You don’t need to be perfect. You just need a plan that outsmarts your brain.

Ready to make better financial decisions? Let us show you what’s possible.

📍 PFG Private Wealth Management, LLC
🔗 www.pfgprivatewealth.com
📞 (813) 286-7776

Send a message to learn more

06/06/2025

Reflecting on the YTD Market Volatility & Recovery

The defining story of 2025 has been changing trade policy. Markets have weathered two months of policy-driven volatility, only to end up roughly where they started. After a nearly 20% decline from late February to early April, the S&P 500 has rebounded and is within 4% of its all-time high.

03/19/2025

Understanding the Current Market Selloff

Several factors are contributing to the current market selloff. First, momentum stocks that led the 2024 rally are now experiencing a sharp reversal. Figure 2 shows 2024’s top performers have become 2025’s underperformers.

01/23/2025

Inauguration Week – 5 Market Themes to Watch

This week’s inauguration activities in Washington mark Donald Trump’s return to the White House. As the second Trump administration starts, the market is looking ahead to what changes may take place in the coming years. In this one-pager, we briefly examine five key themes investors are monitori...