Private Wealth Management Group, LLC is a comprehensive financial services firm committed to helping you work toward your goal of improving your long-term financial success. Our customized programs are designed in an effort to grow and preserve your wealth, and to delivering an unprecedented level of personalized service.
We can work both in an advisory capacity, with a strict adherence to the fiduciary standard of care, putting your interests ahead of our own with full disclosure of all fees and expenses, and, we can also offer more traditional brokerage related products and services depending upon your specific needs and goals.
We can work both in an advisory capacity, with a strict adherence to the fiduciary standard of care, putting your interests ahead of our own with full disclosure of all fees and expenses, and, we can also offer more traditional brokerage related products and services depending upon your specific needs and goals.
Services
As a registered securities professional with over 30 years of experience, I am committed to helping people just like you create well thought out strategies for your investment assets. Once I understand your risk tolerance, time horizon and goals, we'll work diligently together to construct a portfolio that carefully balances risk and reward in an attempt to work towards the desired outcome.
Mr. Konuk has been active in the financial services industry for well over 30 years. He holds a degree in Economics from the University of Virginia along with FINRA Series 7, 24, 63, and 65 registrations through LPL Financial. Mr. Konuk offers client portfolio management services as an LPL Investment Advisor Representative (IAR, ) working strictly on a fee basis and adhering to the Fiduciary Standard of care for advisory accounts.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
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