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 | October 2016

Quarterly Economic Update

A review of 3Q 2016

The Quarter in Brief
The economy seemed to hit a soft patch this summer, but stocks carried onward and upward – the S&P 500 advanced for a fourth straight quarter in Q3, rising 3.31%. Markets were notably placid for much of the quarter, even with […]

The News You Need to Know | September 2016

How Can LTC Insurance Help You Protect Your Assets?

Plan to create a pool of healthcare dollars that you can use when the time comes.

How will you pay for long-term care? At the moment, you may not be able to answer that question – but long-term care insurance can provide an […]

Sign up for our monthly newsletter
The News You Need to Know
I’d like to receive your newsletter!