Fact is, you’re most likely here because a friend gave you our name (we select over 90% of new clients this way). Since our business is to serve, the background, training and caliber of each of the people behind the portraits really matters.
Private Advisory Group is a financial services firm founded on the idea of providing a greater depth and breadth of services. Ours is a story of 2 brothers who joined a firm our father founded, eventually bought it and have taken it to the next level. (The founder, now retired, is a client.) Fortunately, our skillsets are complementary rather than competitive, e.g., where Doug invested in 1986 in a small company called Microsoft, Chris preferred Boeing and Nordstrom, and neither has been disappointed. We love what we do. In many ways, these are the most interesting, exciting and challenging times for our industry in the history of the world.