The PVG Group | Merrill Lynch Wealth Management

Larry K. Prutch, CPM®, CFP®, CIMA®, Wealth Management Advisor
Cengiz N. Volkan, CPM®, CIMA®, Wealth Management Advisor
Alan E. Goldstein, Senior Financial Advisor

 

550 Silver Spur Road, Suite 200 in Rolling Hills Estates
877-859-3637  |  fa.ml.com/PVG_Group

The Prutch, Volkan & Goldstein Group (The PVG Group), a wealth management team based in Southern California, provides a full range of wealth management services to individuals, families, family offices, business owners, foundations and other institutional investors. The firm’s mission is to help clients pursue their dreams by advising them on their financial lives. They strive to establish long-lasting relationships that span generations. By providing advice and guidance to clients designed to preserve, grow and transition wealth, The PVG Group works for the opportunity to become clients’ valued advisor. Their disciplined process of wealth management is not just about investments, financial and estate planning services, and wealth preservation; it’s about the client.

Larry K. Prutch has been involved in investment management since 1988, focusing on trust and estate planning services and investment strategies to help clients pursue their objectives. Since 1993, Cengiz N. Volkan has experience in providing financial advice and guidance, designed to address retirement planning strategies, customized management portfolio strategies, asset preservation and philanthropic strategies to clients. Alan E. Goldstein has been in the securities industry since 1973, he focuses in working with high-net-worth individuals, offering a wide range of financial strategies and solutions. 

 

What would you like potential clients to know about you?

“Our team, which offers access to the expansive investment resources of Merrill Lynch and the banking strength of Bank of America, can move quickly and efficiently to address your many financial needs. Larry, Cengiz and Alan collectively have over 90 years of experience in financial services. A staff of six skilled professionals completes the group. In addition, we are able to access an extensive network of specialists focused on solutions for our clients.” 

What is the biggest benefit that your clients gain from working with you?

“We ask clients important, probing questions that they might not ask themselves. Discovery is an exercise that helps us understand clients’ vision of their financial future. We provide upfront and honest answers to our clients. We excel in superior personalized service. We think of ourselves as advocates for our clients.We are committed to offering advice designed to serve the best interests of clients.”

We want to be the team to whom CLIENTS TURN FOR FINANCIAL STRATEGIES AND SOLUTIONS.”

What is the biggest challenge facing your clients today, and how do you help? 

“Navigating through the complexities and stress of their financial decisions in constantly changing financial environment is an enormous challenge to clients. Overriding concerns include: Will I outlive my assets? How to effectively transfer wealth to the next generation? How do I manage the prospect of increasing taxes? We educate clients about opportunities and risks to help them pursue their goals. We believe an individualized wealth management strategy—with well-formulated goals and realistic, defined expectations—is the foundation of preserving and building wealth over time.”

What’s most rewarding about your work?

“Without a doubt, the great long-time client relationships we have built over the years. The PVG Group’s mission is to help clients pursue their dreams by advising them on their financial lives. By helping provide strategies designed to help them grow, preserve and transition wealth, we believe we earn the opportunity to become their financial advisor and strategic financial partner. We strive to establish long-lasting client relationships that span generations. We have been focused on helping our clients pursue their dreams for more than 25 years.”

How do you give back to your community?

“As financial advisors, we believe true wealth depends not only on significant assets but on having the freedom to live a life that embodies your goals and values. And we feel that our community deserves these opportunities as well. “

 

Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice.  Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their tax and legal professionals.

CPM® is a registered service mark of the College for Financial Planning

CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CIMA® is a registered certification mark of Investment Management Consultants Association Inc. 

 

Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, 

Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products: 

Are Not FDIC Insured  |  Are Not Bank Guaranteed  |  May Lose Value

MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation. 

© Bank of America Corporation. All rights reserved.

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