Your wealth. Your goals. Our guidance.
At PMC Wealth, we’re not in the business of selling products. We don’t push portfolios. And we certainly don’t work on commission.
We exist to deliver sophisticated, unbiased financial guidance — tailored to clients who want their capital to serve their vision, not someone else’s.
Our Model Is Different
- Flat monthly pricing – no hidden fees or commissions
- eMoney technology offering a complete, real-time view of your financial world – all in one place
- A second set of eyes could reveal fees, inefficiencies or risk blind spots you or your advisor may have missed
- Maintain your current advisor relationship or move assets to PMC when and if it aligns with your strategy
- Support for Privatized Banking strategies, Velocity Banking strategies, and HELOC strategies
- Real insight, not product pitches
Your choice. Always.
Active Cash Management
Cash is often overlooked by other advisors. We don’t let that happen.
At PMC Wealth, we don’t treat cash as as a passive asset. We help you structure it for both growth and flexibility — preserving liquidity while optimizing performance and protection.
How It Works
- PMC structures client cash through a consolidated account that is allocated across a network of FDIC-insured banks
- Client funds are automatically reallocated to banks offering the most competitive rates
- Accounts can be set up under business, trust, or personal ownership, depending on your needs
- Active oversight of idle cash using insured high-yield accounts, CDs, and Treasury ladders
We help clients structure idle cash into a dynamic solution that automatically allocates funds to capture competitive yields, aiming for growth and flexibility without compromising liquidity or protection.
Structured For Growth, Protection & Liquidity
Our team helps clients structure cash to serve both growth and agility:
- High-Yield FDIC- and NCUA-Insured Accounts, SIPC-Protected
Seeking to maximize returns while ensuring full protection of your
funds across both FDIC-insured banks and NCUA-insured credit
unions. - Laddered Treasury and Bond Strategies
Optimize short-term reserves with structured, managed bond strategies designed to balance growth and stability. - Money Market Solutions
Access competitive yields while maintaining guaranteed protection and liquidity, giving you the flexibility you need at all times.
Key Features At A Glance
- Funds up to $100M are insured through FDIC or NCUA insurance
- Structured strategies that balance growth and stability
- Next-day liquidity for flexibility and opportunity
Tiered Offerings
Every PMC Wealth membership provides the support and oversight you need to turn strategy into action.
Choose the level that aligns with your current financial complexity:
Foundations Member
Best for budgeting, savings and organization$47/mo Retainer + $350 One-Time Setup Fee
Includes:
- Self-Directed eMoney Financial Dashboard
- Active Cash Management via KEEP with PMC
- Access to Client Strategy Assistant
- One-Time Onboarding Call with a Licensed Advisor (Suitability Review Only)
- Periodic calls with a licensed advisor
- Premium Access to Money School Programs
Essentials Member
Best for retirement and investment guidance, plus access to PMC portfolios and cash solutions
$147/mo Retainer + $1,000 One-Time Setup Fee
Includes Foundations Benefits, Plus:
- eMoney Financial Dashboard + Goal Tracking
- Access to Actively Managed Portfolios Custom Portfolios, and Fixed Income Portfolios (AUM)
- Access to Alternative Investment Funds and Due Diligence Reports
The Reserve
Best for complex financial needs, estate/tax planning and concierge-level support
$997/mo Retainer + $2,500 One-Time Setup Fee
Includes Essentials Benefits, Plus:
- Access to Institutionally Negotiated Cash Rates
- Time with Licensed Advisor As Needed
- Premium Coordination with Your CPA, Attorney, and Outside Advisor
Why Clients Choose PMC Wealth
PMC Wealth is built to serve as an independent, professional second set of eyes on your financial life. We analyze, interpret, and seek to improve the strategy behind your existing portfolio — without pressure to replace your advisor or move assets.
Our mission is simple: give you access to the same professional tools, planning frameworks, and strategic insights used by high net-worth families, without tying that access to product sales or commissions.
Clients rarely come to us because they’re dissatisfied with their advisor. They come for clarity.
Whether you’re managing multiple portfolios, holding idle cash, or exploring alternative investments, we help you:
- Evaluate where your money is currently positioned
- Review investments traditional advisors never touch (401k, cash accounts)
- Understand whether it’s working efficiently across accounts
- Identify blind spots, hidden risks, or areas of inefficiency
- Realign your strategy with what actually matters to you — your values, your goals, your timeline
- Adjust your plan with clarity, not complexity
We’re here to complement your current strategy with fresh perspective and advanced tools. If everything checks out, we’ll confirm it. If there are gaps, we’ll provide recommendations you can act on — with your advisor, or with us.
The PMC Experience: Designed for the Discerning
At PMC Wealth, we know that real financial clarity isn’t just about numbers. It’s about feeling in control, confident, and well-supported.
That’s why each tier of our service is built to offer not just insight, but a partnership — one rooted in independence, precision, and purpose.
Whether you’re just beginning to shape your long-term strategy or actively stewarding multi-generational wealth, you’ll find in PMC a team that listens first, advises with integrity, and moves with intention.
We don’t sell products. We don’t chase trends.
We build financial frameworks that stand the test of time and transition.
Curious about what a PMC strategy could look like for your goals? Schedule a confidential discovery call.
Book a time with our dedicated & licensed Wealth Architect
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