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.
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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.
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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.
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The News You Need to Know & Upcoming Events

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 […]

The News You Need to Know | August 2016

Tell Your Beneficiaries About Your Accounts and Policies

Let them know how they will receive retirement assets and insurance benefits.

Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?
If you have a proper will or estate plan in […]

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