Background
About Us

Helping Those Who Serve Others Retire with Confidence

We understand your dedication to public service and your need for a secure financial future. Let us help you navigate the unique challenges of public sector retirement planning.

Public Sector Specialists

Guided by one principle

Those who serve deserve advisors who understand their unique needs

Mission

Retirement Strategies Built for Public Service

PublicServ Wealth Group was established to address a critical need in retirement and long-term growth planning: The lack of specialized expertise in optimizing retirement benefits for public sector professionals.

Our firm was founded on the principle that those who serve their communities deserve tailored financial strategies; crafted by professionals deeply familiar with the complexities of government pensions, benefits, and long-term security.

We combine institutional knowledge to help educators, first responders, and civil servants achieve confidence in their financial futures.

Helping public servants in all 50 states navigate
retirement with confidence.

Why us

Why We're Different?

We offer three core differentiators that set us apart in serving public servants

Specialized Expertise

Every advisor understands the nuances of FERS, CalPERS, teacher pensions, and other government benefits.

Unbiased Retirement Strategies

We integrate insurance solutions, tax strategies, and wealth management into one coordinated plan.

Proven Strategies

While not all services are fee-only, every recommendation follows strict suitability standards.

Our Expert Team Includes:

Decode Your Benefits

Uncover hidden pension optimizations and loopholes.

Build Your Protection Foundation

Tailor insurance solutions to your risk profile.

Grow With Confidence

Invest in strategies aligned with your retirement timeline.

"We go beyond analyzing investments we design tailored financial ecosystems that align with your unique benefits strategy, ensuring growth, security, and clarity at every stage."
Our Core Philosophy

History of Us

PublicServ Wealth Group

Stewards of Society’s Essential Legacies

Crystalizing 30+ years of unparalleled public-sector expertise, PublicServ Wealth Group LLC exists solely to empower educators, healthcare workers, civil servants, and first responders with institution-grade wealth stewardship.

THE INSTITUTIONAL ADVANTAGE

Unrivaled Sector-Specific Mastery: Harnessing decades of dedicated intelligence in government pensions, public health benefits optimization, and retirement frameworks knowledge beyond the reach of conventional advisory firms.

Engineered for Generational Continuity : Our architecture delivers perpetual, precision guidance, ensuring lifetime financial integrity for those who sustain our communities.

Guardians of Collective Trust : We bear the solemn responsibility of navigating the unique fiscal complexities of public service careers clinical professionals, educators, and civil servants alike, with uncompromising rigor.

Our Manifesto

Where others generalize, we honor distinction. Traditional models fail the educators, healthcare pioneers, civil servants, and first responders who uphold society. We exist to champion them—through institutional wisdom, empathy, and relentless resolve.

PUBLICSERV WEALTH GROUP LLC: The dedicated custodians of society’s essential legacies. Ready to adapt further for tone/length preferences.

Meet Your Advisor

Discover how our tailored approach can secure your financial future. Take the first step toward retirement confidence.