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 | July 2016

Quarterly Economic Update

A review of 2Q 2016

The Quarter in Brief
As the first half of 2016 ended, the economy seemed to be repeating the pattern seen in 2014 and 2015 – a poor first quarter giving way to a better second quarter. Monthly indicators showed improvements in consumer spending, retail sales, […]

The News You Need to Know | June 2016

The Psychology of Saving

How many households have the right outlook to build wealth?

Why do some households save more than others? Building household savings may depend not only on cash flow, but also on psychology. With the right outlook, saving becomes a commitment. With a less positive outlook, it becomes a […]

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