Our Clients

Our clients are busy people. Some are mid-career professionals, business owners and educators; many are approaching retirement or already retired. Most are actively involved with their families and community organizations.

Why PWA?

Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a solid, detailed understanding of who you are, individually and as a family, your specific needs and goals, as well as your concerns and challenges.

Let’s Talk

Our Introductory Conversation is designed to determine whether our philosophy and process are a good match for what you need from a financial advisor.

The News You Need to Know & Upcoming Events

The News You Need To Know | April 2017

Investing for the Future, Not in the Future

What’s an investor to do?

By J. William G. Chettle, VP, Loring Ward

In the 1967 movie, The Graduate, the young college graduate is advised that the future is about one word: “plastics.” The advice was a deliberately absurd laugh line, but in today’s […]

The News You Need To Know | March 2017

Why Uncertainty Might Just Be an Investor’s Best Friend

Some timeless wisdom.

Provided by Loring Ward

With many stock market indices at all-time highs, Washington awash in political turmoil and unsettling news around the globe, many investors may be unsure what to do next.

And we believe that is a good thing.

As investors, […]

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