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Here for you throughout life's transitions. Learn more about us. We're in the neighborhood. Working Together to sort out the big questions.

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

Make the Best of Quarantine: New Video Series

The News You Need To Know | SPECIAL EDITION
This week, we are launching our video series; Make The Best Of Quarantine! This series of short videos will cover a few simple action items and considerations. Some of these topics are in direct response to our current economic and investment environment while others are recommendations that we make for our clients on an ongoing […]

Avoiding Stimulus Payment Scams

The News You Need To Know | SPECIAL EDITION
Within the next few weeks, millions of Americans will receive checks or direct deposits from the federal government as part of the CARES Act economic stimulus package. Not only does it provide welcomed assistance for many families, it is also a prime opportunity for scammers to exploit the situation for personal gain.

You and your […]

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