J. Rockwell Allen Joins West Hartford's Private Capital Group

WEST HARTFORD, CT, Jan. 27, 2020 -- J. Rockwell Allen, ChFC has joined the Private Capital Group, LLC as the newest member of the firm’s Financial Planning team.

Allen brings more than 45 years of insurance and investment experience to the position. He was formerly a member of the West Springfield, MA financial planning practice of APW Wealth Advisors. He re-joins his former partners in that firm, Keith Wetjen and Peter Pabich, who are now part of the Private Capital Group.

Allen’s practice focuses on long-range financial and investment planning. Using sophisticated modeling and creative planning strategies he works with clients to make the most of their income, assets and time. “We are pleased that Rocky has joined this firm and reunited with Keith and Peter here at Private Capital Group,” says William T. Rabbitt, CFP, co-founder of the firm. “His focus on helping clients realize their lifetime objectives and secure their financial future fits well with our long-time approach to wealth management and retirement planning.”

Allen received his Chartered Financial Consultant designation from the American College in 1983. He received his Masters and BA from Springfield College. Allen has served on several professional boards as President and has been an instructor and lecturer on Estate Planning and Financial Planning. He served as Trustee on Springfield College’s Board of Investments and Institutional Advancement and Development Board. He is a Past Chairman of the Board of Finance and Investment at the East Granby Congregational Church.

Allen lives in Bloomfield, Connecticut with his wife, Colleen and has two daughters.

About Private Capital Group, LLC

Private Capital Group, LLC, provides wealth planning and investment planning to high net-worth individuals and families. The firm provides clients with lifetime total wealth planning that can include wealth accumulation, preservation, distribution, business succession and philanthropic efforts. Services include retirement planning; college education funding; family gifting; charitable giving and tax planning. The firm’s financial planners integrate asset allocation strategies, cash flow strategies, tax strategies, and estate planning to create personalized plans for each client. For more information, go to pcgct.com.

Media contact:

Andrea Obston aobston@aomc.com

(860) 243-1447 (office)

(860) 803-1155 (cell)