PCT works closely with each client to assess his or her needs and develop a comprehensive and specific plan focused on one’s financial goals.

In executing this strategy, PCT leverages its vast resources and with partners in planning, banking, accounting, taxation, law, trust and estate and investment management fields and assembles a team of specialists to fulfill the many needs of each client.

As the primary point of contact, PCT develops extensive relationships with each client and works closely with the team to support their needs.