Building that house requires wise planning and a well-managed investment approach
But that’s overwhelming…
- You don’t have time to create a financial plan, much less manage one
- You’re worried about what’s going to happen in the market
- Your strategy may not be prepared for both bull and bear markets
- The endless array of investment options only adds to the confusion
- You don’t know if you’re doing enough to meet your goals
Laying the right foundation changes everything
A solid foundation can help weather any storm
You can gain more time to invest in those areas that matter most to you
You can delegate the burden of building that foundation to an experienced team
You can experience the satisfaction of knowing you are stewarding your resources with purpose
You can face the present and future with confidence
You can enjoy the wealth you’ve worked hard to earn
The PWA team can build that foundation with you
We seek to diligently handle the heavy lifting required to lessen the financial burdens you may feel—allowing you to focus upon the more enjoyable and rewarding areas of your life.
As a Registered Investment Advisor, we are legally and ethically bound as your fiduciary. We gladly accept this duty and can always be counted upon to protect your best interest in every matter.
As an independent firm, we have no pressure to recommend one investment over another. This allows us the freedom to always pursue strategies and investments that are the most appropriate and beneficial in meeting your needs.
We practice a collaborative team approach that draws from a broad range of experience, specialized skills and strategic expertise – creating a thoughtful process to sharpen and refine our perspective, strategies and overall best efforts.
We have an unrelenting desire to do things the right way and to see our clients succeed. We continually strive for excellence in serving your needs and seek to provide you with the very best financial planning and investment management experience possible.
We hold your relationship in high regard and remain devoted to prudently managing all that has been entrusted to our care. You can be confident that decisions made on your behalf reflect our steadfast commitment to fulfilling our role as a faithful and discerning steward.
Other Company Highlights
Proprietary investment strategies
Sensible, fee-based pricing
Over 50 years of combined experience
Large enough to create scale
Small enough to serve you directly
Taking the next step
A quick phone call to make sure we’re the right partner for you. If we are, we’ll invite you to come in for our discovery meeting.
A longer conversation where we can learn more about you and your financial goals. We’ll also share about our client role and how we serve clients like you, so that you'll leave with all the information you need to decide if we’re a good fit for you.
If we mutually believe we’re a good fit for each other, we’ll begin to construct the tailored plan and investment strategy to secure your financial house.
Everyone has a Risk Number. What's yours?
Do you know...
- How much risk you want?
- How much risk you need to take to reach your goals?
- How much risk you actually have in your portfolio?
Take our free risk assessment.