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.
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.
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 | Special Edition
What will the near-term impact be?
On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. The legislation alters the Internal Revenue Code to a degree unseen since the 1980s, altering income tax brackets, marginal tax rates, key deductions […]
The News You Need To Know | December 2017
Vivian Heinzman is Retiring
After over 17 years with Personal Wealth Advisory, Vivian Heinzman has decided to retire. Although her initial responsibilities were focused on helping Alan’s clients, over the years her role expanded to include technology, and she became a valued resource for all clients. For the past two years, she has worked […]