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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