Fiduciary Services Group (FSG), a Lee Equity-backed holding company, serves as the parent company of several entities that provide retirement services including PCS Retirement LLC, Advisor Trust, Inc., Aspire, DWC ERISA Consultants, LLC, and ABG Consultants, LLC.
As a compliance-focused TPA, we sought greater scale in technology and cybersecurity without losing our service-first approach. Partnering with DWC delivered exactly that—through a clear, well-managed process supported by strong communication and leadership from Christian Fulmino.
Today, our team and clients have a stable, long-term home, and we’ve strengthened our ability to serve—proving you can grow within a larger organization without compromising your client focus.
Our decision to partner with a larger company was based on three primary factors: continuity of services to our clients; continued employment and growth opportunities for our staff; and software support as technology continues to get more complex and expensive. We are thrilled that partnering with FSG meets those three criteria. Additionally, it allows us to scale our growth by offering us a national presence. We look forward to a long and successful future with FSG.
