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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 Equifax Data Breach

The News You Need To Know | Special Equifax Edition

Have you been affected? If so, how can you try to protect yourself?

On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans between May and July – about 44% of the U.S. population. […]

Planning for Your Future: Housing & Healthcare Options

How do I plan for a healthy future and the lifestyle I want?
What are the housing options and how will I know what is best for me?
How can I talk to my parents about considering a move?
How will I pay for housing?

October 4, 2017
7:00 p.m.

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