Your Private Client Group (“YourPCG”) is focused on helping independent-minded, high-net-worth investors achieve their financial objectives. With a roster of advisory services, access to recognized investment management firms that act as Portfolio Strategists, and comprehensive client service and support, YourPCG provides the strength and dependability that serious investors need with the flexibility and freedom they desire.
Your Private Client Group offers clients both the responsiveness and personal touch of a small firm and the strength and dependability of a larger platform. We service clients across the United States.
Todd D’Agostino
President
With over 27 years of experience in the financial services industry, Todd is a seasoned professional dedicated to helping clients achieve their financial goals. He specializes in crafting personalized investment portfolios tailored to each client’s unique objectives and financial needs.
Todd’s extensive career began at the Vanguard Group’s Flagship Division, after which he worked for AssetMark in 1998 and spent two decades as an Account Executive in AssetMark’s Private Client Group. In 2018, he leveraged his deep expertise to launch YourPCG, continuing his commitment to providing exceptional financial guidance.
Todd has called the Golden State home since 1980. Outside of his professional life, he is a devoted husband for 36 years and a proud father of two adult children who are happily married and a proud Grandfather of his two Grandchildren. He enjoys spending his leisure time with his family as they enjoy exploring the USA in their motorhome, embracing the outdoors.
Matthew D’Agostino
Vice President
Matthew brings nearly a decade of experience to the table, dedicated to helping individuals and families successfully navigate the often-complex world of finance. His journey began at AssetMark, a prominent wealth management firm, where he gained a broad perspective working with independent financial advisors and their diverse clientele nationwide. It was there that he built a robust skillset in portfolio construction, investment management, and practice management, always with a keen eye on customizing strategies to align with each client’s specific financial goals.
Now, as a Partner/ Financial Advisor at Your Private Client Group, Matthew continues his commitment to clients, offering wealth management solutions designed to help them reach their financial milestones.
Matthew’s Bachelor’s degree in Electronic Media Management from California State University, Northridge, has been instrumental in shaping his approach. It provided him with excellent communication, analytical, and project management skills – crucial for making intricate financial information accessible and understandable, empowering clients to feel confident in their financial choices.
Beyond his professional life, Matthew finds joy exploring the outdoors with his wife, whether they’re at the beach or on a hiking trail.