About Us
Pillar Group is a team of financial professionals affiliated with Equitable Advisors who are distinguished strategists for protecting and preserving wealth for high-net-worth families and businesses.
Financial Planning
Pillar Group strives to provide the highest level of planning services available by helping clients identify and prioritize their goals. Our approach to financial planning is needs based. Every client is different when it comes to their financial goals and priorities. We realize that planning takes effort, commitment, and time. If you don’t have time to organize your goals, where are you going to find the time to accomplish them. Therefore, we work with our clients to provide customized solutions that address their individual needs.
Asset Management
Our depth of knowledge allows us to understand the intricacies of your financial situation because we are experienced in analyzing investment portfolios. Our process begins by first identifying your risk tolerance. This approach allows us to design a portfolio which is consistent with your overall risk profile. Since we have access to a comprehensive range of top quality investment managers, we will assist you in implementing your strategy. Once we implement the strategy, we then proactively monitor the performance of the portfolio to make sure it continues to perform as expected.
Risk Management
Life presents us with unexpected challenges. The impact of events such as sickness, disability, death, or market volatility can be decreased by having a plan in place. We can develop strategies and cost-effective approaches to help ensure families plans, hopes, and dreams can still be fulfilled in the event of an unexpected crisis.
Message from our Managing Partners
You’ve reached a point in your life where your financial goals and personal ambitions are clear. You know where you want to be and what you want when you get there. But do you know the best ways to address your financial aspirations? Who can best guide you through these changing economic times?
There are a seemingly infinite number of financial strategies available to you. Tailoring the ones that are appropriate for your situation requires personal attention, a depth of resources and, most importantly, guidance from knowledgeable financial professionals.
That’s where we come in.
Your goals and dreams are unique to you, requiring individual attention, guidance and strategies.
Through a collaborative, one-on-one relationship, members of Pillar Group will help you assess your dreams and aspirations, and identify and prioritize your short- and long-term goals.
This personal profile is a critical first step in helping you engineer targeted, goal-driven strategies and determine which financial products and services can assist you in addressing them. All specifically tailored to help meet your unique, personal needs.
Pillar Group members offer securities products and related services through Equitable Advisors. They are a distinctive group of financial professionals who have achieved a high standard of experience and service in the industry. Our financial professionals are motivated and highly experienced, with the ability to address both the simple and complex needs of our clients.