• Peter M Wells Business Group
    We are a Management Advisory & Consulting Firm.
    We Serve Both the Financial Services Industry of Insurance and Banking.

    "The best way to predict the future is to create it."

    With Over 30 Years Experience...
    We've Helped More Than 60 Companies Create Over
    $8 Billion in New Revenue.
    PMWBG: A Management Consulting firm dedicated to transforming the financial service marketplace.
  • Peter M Wells Business Group
    We are a Management Advisory & Consulting Firm.
    We Serve Both the Financial Services Industry of Insurance and Banking.

    "The best way to predict the future is to create it."


    Please provide the follow information and one of our representives will contact you expeditiously!


    Our Office Location  

Why Peter M. Wells Group?

"Our proven methods for increasing wealth and shareholder value will help your business create a sustainable and value rich future."

Improve The Value Of Your Business

"We succeed at growing companies in the industries served...."

Our primary business purpose is to increase the institutional value for the clients we serve. We do this through our creative approach to technical innovation, go-to-market strategy, and value-based sales transformation.


The industries we serve include insurance, banking, construction, real estate and appraisal, and select government agencies. We focus on these industries because of our 30 plus years of expertise creating profound opportunity for our clients.


  • Coby Skonord

    Coby Skonord / Founder and CEO
    Idea Wake

    "Thanks again for taking the time to meet yesterday, everything that we talked about was immensely helpful. Told my team after we sat down that it was the most substantive meeting I've had in the last 6 months. Already started those pro-forma's we discussed and setting up all our upcoming meetings to sell money instead of product. "
    Dennis Chookaszian

    Dennis Chookaszian / Retired Chairman and Chief Executive Officer
    CNA Insurance Companies

    "a roadmap that helps carriers understand and implement strategies and techniques..."
  • Herb Kohl and Christopher J. Dodd

    Former U.S. Senators Herb Kohl and Christopher J. Dodd / Committee on Banking, Housing, and Urban Affairs
    United States

    Wells defined the problem and ultimate solution for "a significant contributing factor to the mortgage crisis we are currently experiencing that helped fuel inflated home values and mortgage balances . . "
  • Diane Richardson

    Diane Richardson /The National Underwriter Company

    "Wells invented for the property insurance industry the definitive methodology for "evaluation of risk and valuation methodologies, the concept of total component estimating, and the effects of catastrophes on replacement costs..."
  • NICC and IBA - Canada

    NICC and IBA - Canada /

    "Peter M. Wells is recognized as an industry veteran guiding business strategy, product development and co-sourcing for the benefit of the property and casualty insurance, building construction, real estate, banking and government sectors."
  • Brian Sullivan

    Brian Sullivan /Editor of the Property Insurance Report

    Wells concepts showed "the early adapters of the improved underwriting discipline, are giddy about the strong profits they have found."


100 top insurance companies and banks

  • Accenture
  • Accenture
  • BV
  • CBRE
  • LocationInc
  • Macdonald Dettwiler
  • MGH
  • Max Lead Pro
  • Marshall & Swift
  • Symbility
  • TPG Investors

Our 4 Principles for Success


Our belief is that innovation is the key to the next generation of successful businesses. We utilize intelligent databases, software and web-enabled applications with predictive analytics to take any current businesses with static, reduced or failed revenue gains into a realm of new vertical opportunities that increase profitability and shareholder value.

Find out more...


Having a strategic business is one that effectively integrates the right decisions from which performance and value are seen quickly. You need a team that understands what it means to implement strategy at a level that exceeds the experience of your competition. With more than 30 years experience in working with investors, top corporations, and PE firms, we find ways to forge winning growth initiatives for our clients.

Find out more...


Once a business designs a new solution for success, it isn't considered great until it's been sold. Only then has a business fully transformed or evolved. Through our proven co-management methods, we make sure that your solutions or any plan developed with us is ready by doing what other firms don't...we help you sell it. We only give the Peter M. Wells Seal of Approval when we know it will sell for the client. We do this by actually selling it with your team transforming the go-to-market process to your advantage.

Find out how...


We place your business under the microscope of our analytic insights so you better understand and ALIGN with the best customers that drive long-term sustainable business with essential customer value. This is done through a complete deep dive into the mind and identity of a business from which we deliver position and advantage over competition in profound ways.

Find out how...


What to expect when a client of PMWBG...

What we Deliver..

  • Accelerated Growth
  • Increased Profitability
  • Enhanced Shareholder Value
  • Business Transformation
  • Competitive Market Position
  • Development of Operations
  • Products

Methods we use..

  • "Whitespace" Marketing Analytics
  • Optimization Assessment
  • Transformation Mapping
  • Predictive Analytics
  • Co-management
  • Integration
  • Resource Alignment
  • Product & Service
  • Insurance Technology Developement
  • Cost Management
  • Sales Process Coaching

Outcomes you receive..

  • Measureable Earnings Results
  • Sustainable Advantage
  • Long Term/Exponential R.O.I
  • Increased Institutinal Value

PMWBG News Updates

  • Advanced Video Mail

    Video-Mail Communication

    Namic Convention in Arizona, February 2015

    Claims executives consider Video-Mail Communication technologies from Peter M Wells Business Group at the NAMIC convention in Arizona February '2015. Presented in cooperation with SYMBILITY Technologies, the program offers a breakthrough in fast, endearing and totally trackable communication no other correspondence medium provides. Best of all, it is delivered at a fraction of the cost of other messaging options - like mail.

Peter M. Wells Business Group Specializes in M&A, Insurance and Banking Financial Initiatives

Find Us @:
1111 North Marshall Street
Suite 304
Milwaukee, WI 53202

    We want to hear from you. Schedule a Consultation Now!
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Our professional staff is standing by to answer any additional questions you may have.
We look forward to hearing from you.

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