A boutique partner helping advisors elevate the client experience

Our Vision

A firm who delivers upon its promises, including direct access to executive management, product experts and a common sense compliance department, to protect and serve you and your clients.

What We Do

We have created an environment for advisors to provide best-in-class solutions for clients without limitations or proprietary products. Advisors have ongoing access to a broad range of internal and third-party experts who are focused on one thing – figuring out what is best for the client.

Solution-centric. Not product-centric.

Give Clients More

Uniquely positioned to help advisors better understand their client needs, deepen their relationships, and provide more.

Help More People

Offer a higher level of service, expand your expertise and scale your practice to help more people, in more ways.

Access High-End Offerings

Provide premium solutions and concierge service for clients by leveraging our advanced planning desk.

“Successful wealth management is a collaborative effort. It flourishes when the process maintains objectivity, the advice is unbiased, and the client and advisor enjoy an open line of communication.”

Ray L. Lent
Portsmouth-SmartLife Financial Group and Portsmouth Financial Services


Recent Blog Posts

Schedule Some Time To Learn About How We Can Help You Elevate Your Clients’ Experience.

General Support
(Account Opening & Account Servicing)
Email : clientservices@psslfg.com

Money Movement
(Distribution, Contribution, RMD etc.)
Email : movemoney@psslfg.com

Business Development

Email : info@psslfg.com