Documents

Firm Brochure

The firm brochure contains a comprehensive profile of the firm, including types of advisory services offered, the firm's fee schedule, disciplinary information, and conflicts of interest.

Client Relationship Summary

The relationship summary is designed to assist you in deciding whether to (i) establish an investment advisory or brokerage relationship, (ii) engage a particular firm or financial professional, or (iii) terminate or switch a relationship or specific service.

Service Agreement

The service agreement outlines the contractual engagement between Pioneer Wealth Management Group and a client.

Privacy Policy

The privacy policy details our internal policies and procedures for maintaining the security and integrity of sensitive client data through communication and storage.

Document Checklist

This is a list of documents and statements we typically request to understand your situation and accurately quote the services we provide.

Pioneer360 Security

Our financial planning software, licensed by eMoney, provides comprehensive security measures to ensure your data is kept safe and secure.

Directions to Our Office

Complimentary on-site parking is available for guests in our garage.