PWM has been providing comprehensive wealth management to families, small businesses and professionals since 1994. Our daily mission is to create an inspirational experience and deliver a level of service that consistently exceeds the expectations of our family of clients. Our clients recognize we are different because we focus on the personal side of wealth. We bring value to the relationship by serving as a trusted resource through personalized education and guidance.
What makes PWM different is our ingrained desire to create a special client experience that is typically not found in the financial services industry. While we are confident we already deliver a personalized client experience we constantly push to continue to improve it. One of our annual goals for every team member is to come up with at least one idea that improves the PWM Experience.
PWM embraces a true team approach. The PWM Team is comprised of a group of individuals that together have the ability to offer each client a comprehensive financial planning experience. As a group our team possesses extensive knowledge in each of our areas of expertise. While working with us our clients receive the benefit of our nearly 70 years of combined experience. This allows our clients to benefit from the knowledge and experience of each of our strengths. As a team we are committed to bringing vision, balance and confidence to our clients’ financial lives. The comfort of knowing that PWM is focusing on each client’s financial future allows them to focus on the passions that enrich their lives.
PWM is one practice in many locations. We utilize the latest in technology to successfully allow us to develop personal relationships with clients nationwide. We have developed a service system utilizing CRM software. This allows us to consistently touch our clients 25-30 times per year, not including our proactive economic update or portfolio update emails, webinars, or conference calls. Our high touch and very personalized approach lets our clients know that we truly care about them.
PWM is primarily a Financial Consulting practice, where our advisors offer both asset management and financial planning. The proprietary portfolios that our advisors offer are designed with the goal to outperform their benchmarks over a full market cycle while appropriately managing risk. We have access to LPL’s Enhanced Trading Tool to proactively manage our portfolios. We utilize eMoney planning software to proactively analyze our clients’ Total Wealth Plan on an ongoing basis. We frequently engage in multi-generational planning with our clients, organizing and conducting planning and educational meetings for our clients, their kids and their grandkids. We pride ourselves on our consistent delivery of additional value through our financial planning and asset management strategies.
There is no assurance that any investment strategy will meet its investment objectives or that substantial losses will be avoided.