Services
for Individuals & Families
Our Process
We will meet and discuss your situation as much as possible. Not only does diversification matter but location, and future use, matter just as much. By limiting the number of clients we work with, it allows us to spend as much time as needed to achieve success in the process. Are you just a part of a mega portfolio? Do you know how much you are paying for advice? Does your Advisor speak with your Tax Advisor and Attorney on a regular basis? it all matters and requires your personal Advisor (me) to manage. Our structure allows us to meet at your request and frequency that fits your needs.
An Individual Plan
Direct experience is valuable, but it’s not enough. Spending the necessary time together to craft an individual investment plan is step 1 in our process and how we begin to look differently than other firms. Your portfolio should not be the same as your neighbors, and should not be static.
Portfolio First
We utilize a portfolio first approach, why has “financial planning” become all we ever hear? investments matter.
Adaptation
PWM has a unique investment approach — we proudly admit that we think differently from other advisors. Rather than looking at a 20-30-year investment horizon, we focus on Twelve month increments within a longer term outlook. This approach provides a more accurate, clearer picture of where the market is headed in the near future.We also believe in utilizing certain sleeves, within a portfolio, to adapt to current market conditions and not ignoring opportunities and/or risk.
Our Work
We’ve helped hundreds of individuals plan their lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.