Our Vision Statement

Pegasus Private Client Group, LLC is a family office within AXA Advisors, LLC.  We have dedicated ourselves to serving the complex financial needs and aspirations of our clients.  We take a broad and deep view of our clients and provide both tactical and strategic guidance aimed at helping clients reach their short and long term goals.  Our clients are successful individuals, professionals and business owners whom we assist with tax, retirement and legacy planning.

We define our interactions in the following way:

w Successful people are very busy.  In our complex world, everyone could use an advisor to simplify their financial lives.  We believe it is our job to help our clients simplify their financial lives.

w We define family office to be an integrated firm, with financial professionals who focus in financial planning, investments, insurance, qualified plans, executive benefits and estate planning strategies, that serve the needs of the client first.

w We take a holistic approach to addressing client concerns and needs and have detailed meetings with all the firms’ professionals to help ensure that we are looking at both the “big and small picture” as we develop and implement appropriate strategies.

w The firm recognizes that the journey and the destination with the client are equally important. 

w Over time the relationship matures beyond day to day needs and begins to address client hopes and aspirations. 

Pegasus Private Client Group is committed to providing our clients with the highest level of innovative, professional and quality service.  We value each and every client relationship and will work hard to earn and keep your business.

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