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 | May 2017

Death & Taxes

What about the Death Tax?

There is a familiar saying that the only things in life that are certain are death and taxes. In Pennsylvania, we can add “death tax” to that list. That is, Pennsylvania imposes a “death tax” or “inheritance tax” on most assets owned by an individual […]

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 […]

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