PR Wealth Management Group

Gregory Feese is a financial advisor at PR Wealth Management Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and MassMutual Life Insurance Company. Feese is also an insurance agent offering fixed insurance products. PR Wealth Management Group provides financial planning and discretionary portfolio management to individuals, charitable organizations, and business entities. The firm utilizes a sub-advisor model with portfolios focused on mutual funds and ETFs, employing strategies such as modern portfolio theory and long-term allocations.

Joshua Robinson is a financial advisor with PR Wealth Management Group, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2017 and was previously with Cambridge Investment Research from 2015 to 2017. Outside of his advisory role, Robinson serves on the board of directors of Short Hills Country Club, a nonprofit organization. PR Wealth Management Group provides financial planning and discretionary portfolio management services to individuals, charitable organizations, and businesses. The firm uses a sub-advisor model focused on mutual funds and ETFs, employing modern portfolio theory and long-term allocation strategies.

David Perry is a financial advisor with PR Wealth Management Group in East Moline, IL, holding a Series 66 designation and 23 years of industry experience. He has been with PR Wealth Management Group since 2015 and also works with Purshe Kaplan Sterling Investments. Outside of his advisory role, Perry serves as treasurer and director of the Sunrise Professional Condominiums association, overseeing property decisions and bookkeeping. PR Wealth Management Group provides financial planning and discretionary portfolio management to individuals, charitable organizations, and business entities. The firm employs a sub-advisor model using mutual funds and ETFs, applying modern portfolio theory and long-term allocation strategies.

Joseph Kloeckner is a financial advisor at PR Wealth Management Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investor Services, LLC. Kloeckner is also a licensed insurance agent for fixed and traditional insurance products. PR Wealth Management Group provides financial planning and discretionary portfolio management to individuals, charitable organizations, and business entities. The firm primarily operates through a sub-advisor model using mutual funds and ETFs, and manages approximately $142 million for about 351 clients.

Colin Perry is a financial advisor at PR Wealth Management Group with a Series 65 designation and four years of industry experience. Prior to joining the firm, he was self-employed for one year and worked in the retail sector. PR Wealth Management Group provides financial planning and discretionary portfolio management to individuals, charitable organizations, and business entities. The firm manages approximately $142 million for about 351 clients, primarily operating through a sub-advisor model that emphasizes mutual funds and ETFs with methods such as modern portfolio theory and long-term allocations.