OPTIMIZING WEALTH
FOR HIGH IMPACT PEOPLE

Investing smart money

PAG is a family office financial services company serving high-net-worth individuals with $5m or more in investable assets.

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Built For business owners, by business owners

PAG’s unique approach makes the family office model available to more people for no more than traditional financial planning fees. Whether clients experience a life-changing liquidity event or have accumulated wealth over time, PAG’s team of advisors can help clients clarify their priorities and make a bigger impact on themselves and their families.

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After a short stint consulting for PriceWaterhouseCoopers, I recognized my passion was helping people make great financial decisions. I left PWC to focus on growing generational wealth.
 
After 20 years, my interest in helping people make great decisions has only intensified. The last two decades have been amazing, and I continue to work with many of the same great clients. I look forward to what the next decade will bring, and the future clients we will be helping make great financial decisions.

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Doug Bean, CFP® | Advisor & Managing Partner
Image by Jean-Philippe Delberghe

What's Your Impact?

Defining Impact goals for families

Wealth is a currency for impact. Sit down with your personal team of advisors to determine your impact.

Connect To Our Team

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Chris Bean

Advisor & Partner, CPA

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Douglas Bean

Advisor & Partner, CFP®

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Eric Penz

Senior Advisor

START YOUR JOURNEY
TODAY