Wealth Solutions
Designed Exclusively for
America's Public Servants
• Maximize Your Hard-Earned Benefits • Protect Your Financial Future • Serve With Confidence
Mission
Why PublicServ Wealth Group Stands Apart, We're Not Wall Street, and That's a Good Thing
At PublicServ Wealth Group, we do things differently. While Wall Street firms focus on profits and products, we're dedicated to something far more important the people who dedicate their careers to serving our communities.
Here's what makes us different:
Your Goals Guide Everything
We listen first, then build strategies around your needs
Ethical Advice You Can Trust
No hidden agendas, just recommendations that put you first
No Pressure, Just Solutions
We'll never push products that don't serve your best interests
Public Sector Specialists
We speak your language and understand your unique benefits
Specialization
We Speak Your
Financial Language
For federal employees, educators, first responders, and state/local government nurses or healthcare professionals navigating
Explore Your Options
TSP & 403(b) Optimization
Pension Maximization
Benefit Transition Planning
Benefit Transition Planning
Value Proposition
Value Proposition
The Public Service Retirement Gap
Most advisors don't understand the nuances of government pensions, TSP restrictions, or phased retirement options.
Leaving 15-30% of benefits unclaimed
Paying unnecessary taxes on withdrawals
Survivor benefit oversights
Healthcare cost miscalculations
Problem
Our Precision Approach
We've developed specialized frameworks to address public sector challenges
BenefitMax Blueprinting™
Forensic pension analysis
GrowthGuard™ Solutions
Market-responsive strategies with protection mechanisms
IncomeSpan Architecture
Guaranteed paycheck coordination
TaxAdvantage Protocols
Multi-phase withdrawal sequencing
Solution
Testimonial
Trusted by Those Who Serve
“After 28 years as a nurse, I faced impossible choices with my pension. PublicSerVs IncomeSpan Architecture created guaranteed income streams that align with my healthcare needs. I now have $4,200/month that continues even if markets decline."
Dr. Elena Rodriguez
ICU Director, Major Hospital System
"PublicServ's TaxAdvantage Protocol saved me $37,000 in taxes. Their phased withdrawal strategy turned my 403B into a tax-efficient income engine that funds my nonprofit work."
Robert Hayes
Professor, 25 Years of Service
"As a school administrator during budget cuts, market volatility terrified me. The GrowthGuard™ Solution gave me exposure to market gains with institutional-level protection. My 403(b) grew 11% last year with zero downside."
Sarah Chen
High School Principal, 30 Years
“Our union benefits were more complex than any emergency I've faced. The BenefitMax Blueprint™ uncovered $184,000 in overlooked survivor benefits. My wife is now protected without reducing my pension."
Nick John
Fire Captain, 30 Years of Service
After 28 years teaching science, I assumed my pension was set. ThenPublicServ's Benefit Audit found $1,800/month I was missing just by optimizing my survivor benefits and election timing. They didn't just boost my income they shielded my family from $217,000 in tax penalties and guaranteed 100% income continuity for my husband. For the first time, I feel absolute certainty about retirement. PublicServ gave us peace of mind I didn't know was possible.
Maria R.
High School Principal, 30 Years
Hear from even more public servants who’ve transformed their retirement with our help.
Click here to read more client reviews
About us
About PublicServ Wealth Group Guiding Those Who Serve
At PublicServ Wealth Group, we specialize in helping educators, first responders, and government professionals navigate the unique financial challenges of public service. Our team of credentialed advisors delivers tailored strategies to optimize pensions, reduce taxes, and protect legacies, so you can focus on what matters most: serving your community.