PTG Wealth Advisors

PTG Wealth Advisors is a financial advisory firm that manages investments and offers financial planning for individuals, families, business owners, corporate executives, retirees and women investors. Its advisors include several Certified Financial Planners, and services listed on the site cover retirement planning, estate, charitable giving and trust planning, fixed income, investment strategies and portfolio management.

The firm works with clients through a structured process that starts with understanding their goals, time frame and risk tolerance. Clients can make an appointment through the website or call the office at 380.444.5888. The office is at 445 Hutchinson Avenue in Columbus, Ohio, and clients can log in to a client access portal for their accounts.