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Strategic Partners


Local Advice, with National Support

You’re looking for the right financial services firm. A company with advisors that possess the proper credentials and experience you need to create and maintain a sound financial plan. You'd prefer this local firm to be part of a national network of similar firms and have national back office support.

Fusion Advisor Network
Fusion Advisor Network - The Physicians Wealth Management Group is a proud member of the Fusion Advisor Network. Created in 2002 with 25 initial member firms, the Fusion Advisor Network is presently comprised of approximately 125 high quality financial services firms and 264 registered financial advisors, representing 25 different states*. This network affords member firms with ongoing opportunities to collaborate and develop expertsolutions for its end-clients.

NFP
NFP Securities, Inc. - The Fusion Advisor Network and its member firms are supported by a relationship with NFP Securities Inc., one of the leading independent broker-dealers in the country.** NFP Securities is independent, meaning that it does not manufacture any proprietary insurance or investment products. Its culture instead, is one of “open architecture”, affording its firms the availability to select from a vast array of products.


Ash Brokerage Corporation - Founded in 1971, Ash Brokerage is a privately held insurance brokerage and a premier outsourcing partner to financial advisors. With access to more than 75 insurance carriers, Ash Brokerage is committed to investigating, analyzing and comparing products across the industry to ensure clients have the appropriate available products in the marketplace today, including clients of The Physicians Wealth Management Group.

*Ranked 10th based on total revenue (2010) financialplanning.com June 2011


    

©2004-2017 The Physicians Wealth Management Group (R). All rights reserved.

Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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