How Did We Get Here?

PWM has grown from the vision of Joe Altic our founding partner and captain of the ship. Joe graduated with a Corporate Finance degree and started his career in the Missile Systems division at McDonell Douglass. This is the job that brought him from Ohio, where he grew up and went to college, to St Louis. Throughout his time at McDonnell Douglas Joe worked on many different projects and it was through these varied experiences he discovered that his interest and strengths lie in numbers and finance. This led to him obtaining his MBA (specializing in Finance). He eventually took a position with American Express which was one of the few financial firms at the time that had a focus on Financial Planning, not just investments. Joe fell in love with the career and the industry. He was able to help people, build relationships and think strategically. This was what he was meant to do. Work was fun and he achieved a high level of success. In his first two years with American Express Joe was number one in the nation for all new advisors and he followed that up with three straight years of being the number one advisor in St. Louis.

A significant event and major turning point in Joe’s life came when his father passed away unexpectedly of a heart attack. His dad was smart, responsible and a big saver. He worked with a major brokerage firm that had given him bad advice. It took over a year to clean up the financial mess they had created. It was at that time Joe decided he never wanted a client to have to go through the emotional and financial challenges he walked through with his mom. As with many major life events a major life lesson was learned…just because someone is smart doesn’t mean they know what they are doing with their personal finances.

Eventually Joe took a leap of faith and started PWM. His parents’ situation was the motivation to go the extra mile with the quality of advice he was delivering. The only way he could give his clients a better experience was to be independent. This led Joe to leave American Express and become affiliated with LPL Financial in 1998. As a true business owner he learned early on that the key to success would be designing a system and business plan that have turned out to make PWM what it is today. PWM is a team of advisors who give proactive advice, excellent service and creates a great experience for our clients. We strive to be the resource that gives our clients reliable, actionable advice and a working plan. We are a boutique firm that truly values our select family of clients. PWM provides services to our clients throughout North America and have offices located in St Louis and Denver.

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