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PCMG operates as an independent financial firm, providing comprehensive wealth management, mortgage services, and insurance solutions. The company consolidates these essential financial needs under a single team, enabling a holistic approach to managing clients' assets and information. Its core offering centers on thoughtful financial planning and informed counsel, designed to streamline complex financial landscapes for individuals.
Thane Bushong founded PCMG over two decades ago, leveraging his background as an investment advisor which he began after graduating in 1996. His foundational insight was the need for an integrated financial services model that offers busy individuals a unified resource for their diverse financial requirements, moving beyond fragmented service providers. This approach aimed to deliver coordinated financial guidance and secure asset management.
The firm primarily serves individuals and families who seek to achieve their ambitious financial goals through expert guidance and a comprehensive suite of services. PCMG's vision is to empower its clients to attain a better financial life by providing robust planning and integrated solutions, fostering long-term financial security and growth.
PCMG Partners has 1 tracked investment across 1 company. The latest tracked deal is $15.0M Series C in TriSalus Life Sciences in December 2015.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Dec 1, 2015 | TriSalus Life Sciences | $15.0M Series C | John Tullis | Buff Gold Ventures, Versant Ventures, High Country Venture, KMG Capital Partners, Partisan Management Group |