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 - 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 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 one of the largest privately held insurance brokerages in the country 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 best available products in the marketplace today, including clients of The Physicians Wealth Management Group.

* as of December 31, 2009
**Ranked 2nd based on total revenue - June, 2008, InvestmentAdvisor.com