The PGCG Group - Baird Private Wealth Management
Investing
Why pick this one
The PGCG Group combines CFP, CPWA, and WMCP expertise with retirement, tax, estate, and investment planning.
Best for
- Retirement planning
- Education funding strategies
- Tax-aware investment planning
- Estate planning and wealth transfer
- Family enterprise and succession decisions
- Charitable giving strategies
- Portfolio management and alternative investments
- Clients seeking integrated investment, insurance, cash management, and lending services
Specialties
- retirement planning
- education planning
- tax planning and tax strategies
- estate planning and wealth transfer
- charitable giving
- portfolio management
- alternative investments
- cash management
- risk and liability management
- lending services
Certifications
- CFP
- CPWA
- WMCP
What makes them different
- The PGCG Group describes itself as an independent firm committed to objective and unbiased advice.
- The team includes Dwayne Powell, CFP®, Deane Gauthier, CPWA®, and Kelly Maumenee, WMCP®.
- Dwayne Powell and Deane Gauthier completed the Drucker School's Advising Family Enterprises program.
- Dwayne Powell attended the Wharton School's Wealth Planning Essentials Program.
- The team was recognized on Forbes' Best-in-State Wealth Management Teams list, and Dwayne Powell was named Baird Branch Manager of the Year in 2025.
Distilled from this business's own website.
Contact & Location
- Address
- 101 E Allen St Ste 219, Hendersonville, NC 28792
- Phone
- +18282331900
- Website
- https://pgcggroup.bairdwealth.com/
- PGCGgroup@rwbaird.com
Services
- financial planning
- investment management
- brokerage services
- retirement planning
- education planning
- tax planning
- estate planning
- insurance and annuities
- cash management
- lending services