About us

We Are PWG Financial

Offering client focused, multi-layered financial services.

PWG Financial is a client focused, multi-layered financial services organization providing comprehensive wealth management solutions tailored to the needs of individuals, businesses, and non-profit organizations looking to grow with the changing world. We specialize in financial advisory services, life and health insurance, tax consulting, estate planning, and other key consulting solutions.

Our Story

The PWG Story

PWG Financial Group was founded in 2016 by its president, Daniel Gikher, a financial services professional with more than two decades of experience in various sectors of wealth management. Gikher began his career on Wall Street as a trader, and then a high net worth Financial Advisor before embarking on his mission as an independent advisor, a move motivated by the desire to provide a broad range of advisory services to clients under one roof, encompassing the entirety of their financial services needs.

Gikher is joined by professionals in the retirement and estate planning, life insurance, accounting, and financial advisory industries to provide a holistic approach to wealth management. This macro-focused, multi-family style of advising provides a unique investment experience to clients looking to tend to each of their wealth management needs while working with professionals who understand and appreciate the larger picture of their assets, risk tolerance, and goals.

Why Us

Why Choose PWG Financial?

Offering client focused, multi-layered financial services.

Work With Advisors Who Know You
Choose an investment firm that takes the time to understand its clients’ unique financial situations, needs, and long-term goals.
Communicate Anytime
Communicate with your advisors at any time. We’re here to fulfill your wealth management needs and are always reachable by phone, email, webinars, and in-person, at your convenience. We are committed to client service at all times.
Consolidated Investment Experiences
Gone are the days where you need different professionals for each facet of your financial life. Now, get all of your wealth management services from uniquely qualified individuals within the same company.
Trusted Professionals
Entrust your financial needs with highly trained professionals. Our advisors and consultants have extensive experience within their fields and a unique understanding of asset management, planning and forecasting, economics, and business consulting that give our clients access to cutting edge advisory services.
Simplified Wealth Management
Simplify your wealth management process. Work with professionals who take the time to explain their advisory strategies with you and demystify the process of investing and managing your wealth.
Roadmap To Success
Develop a roadmap for your individual or business needs. We’re here to help you determine how you’ll get from where you are to where you want to go. Strategizing can be overwhelming but we’ll work through the details to create a growth plan that works for your specific needs and goals.

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The PWG Team

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Testimonials

Our clients talk about us better than we can

David Brodsky
David Brodsky
Brodsky Group
PWG is a superb company that I have been using for my company's portfolio. Danny is truly an amazing professional. Unprecedented customer service and knowledgeable making him a true master of his trait!! I recommend this company to anyone who wants to work with true professionals that not only get the job done but they genuinely care!!! Highly recommended!
Aleksey Kaplan
Aleksey Kaplan
A Kaplan CPA
Had the most pleasant experience working with Daniel Gikher of PWG... he was very patient, professional and caring... he addressed and answered all of my needs and questions with ease because he is a true professional... I highly recommend him to anyone who is looking for a professional financial advisor...
Steven Shakhnevich
Steven Shakhnevich
Shakhnevich Law Group
I’ve had the pleasure of working with Daniel Gikher, and I couldn’t be happier. I reviewed my existing life policies with him and learned a lot about my current plan designs which I wasn’t aware of. He explained the different options for my unique situation and implemented a fantastic plan using a combination of various life policies and long term care riders as well as covering my business with disability protection! My wife couldn’t be happier 🙂

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