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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The News You Need To Know & Upcoming Events
Webinar November 17th: “Retirement Community Spotlight Series | Landis Communities”
The News You Need To Know | November 2020
Join us Tuesday, November 17th for a webinar:
Retirement Community Spotlight Series: Landis Communities
Making a decision about moving to a retirement community can be intimidating and stressful. Not only are you considering possibility leaving your home but there are so many other questions to be answered:
- What types of housing options are available?
- What […]
Webinar September 29th: “How to make a lifetime impact for your grandchildren”
The News You Need To Know | WEBINAR
Please join us for our next webinar!
Many of our clients want to help their families live better, more fulfilling lives. One common path to accomplish this is to leave an inheritance for your children. They can then use it and hopefully leave enough behind to pass along to the next generation. Leaving money […]
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The News You Need to Know
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