Philosophy
PWM is committed to building long-term client relationships, serving as your Personal Financial Manager. You may have had previous experiences with consultants, advisors, or planners that provided advice but lacked the commitment to implement and service your financial plan through the years. At PWM we provide unique financial strategies with the discipline to assist you in the ongoing management of your financial plan. In addition, we are Certified Public Accountants that understand the technical implications and strategies related to the implementation of your financial plan and not just the big picture.
PWM provides its clients with a comprehensive financial planning model that coordinates the process of providing expert advice and considers the interrelation of an isolated decision on the client’s adjacent financial structures. The advice that PWM provides at the advisory dimension (big picture) considers the entire financial circumstance, as opposed to advice that is given at a myopic dimension, which might only consider the specific decision point and thus disregards the ramifications that a single factor might have on the total financial future.