PPG Advisors

Professional Planning Group began in 1975 with a vision to establish an independent wealth management firm in Westerly, Rhode Island, dedicated to forming personal relationships and prioritizing client needs and interests. The firm has grown to provide comprehensive financial services spanning investment management, retirement planning, estate planning, college planning, charitable giving, business planning, risk management, and tax planning. The professional team includes advisors holding credentials such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), and CPA (Certified Public Accountant). Services are tailored for various clientele including multigenerational families, corporate executives, educators, corporate employees, professionals, business owners, and foundations. The firm provides personalized attention with clients receiving individual focus and understanding of personal financial goals. With over 50 years of combined financial industry experience, the team helps clients plan for significant life events, develop investment portfolios, and make informed financial decisions. The client-first philosophy guides all strategies and recommendations. Registered advisors offer securities and investment services through affiliated firms, operating under clear regulatory frameworks. The firm commits to providing financial peace of mind through comprehensive planning and personalized wealth management services.