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 | December 2016

Your Annual Financial To-Do List

Things you can do before & for 2017.

Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well.

What can you do to lower your taxes? Before […]

The News You Need to Know | November 2016

Meet Our New Advisor

andrew-woolley2We are pleased to welcome our new advisor, Andrew Woolley, to the Personal Wealth Advisory team. A native of Lititz, Andrew graduated from Lebanon Valley College with a B.A. in Business Administration and Finance.

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