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OurServices

Adding Value and Reducing Risk—Throughout your Financial Life

PWL offers a personalized approach to wealth management in helping clients define their financial and family goals based on the lifestyle to which they aspire.

PWL integrates financial planning and investment management. This method allows its advisors to develop targeted strategies and provide each customer with a unique experience.

Setting objectives

Adding Value

In-depth consultation on current and future financial and lifestyle objectives individual, family and business interests

Reducing Risk

Detailed reporting and regular portfolio review to measure progress against documented objectives

Retirement and estate planning

Adding Value

Comprehensive planning strategies to maximize cash flow, optimize investment potential, and preserve assets

Reducing Risk

Continuous review and revision of plans to reflect changing life circumstances and financial markets

Institutional-style portfolio management

Adding Value

Customized discretionary portfolio management based on the principles of major institutional investors

Reducing Risk

Strategic diversification, meticulous research and oversight, and continuous portfolio rebalancing

Tax planning and preparation

Adding Value

Tax-efficient portfolio construction and access to in-depth tax planning, reporting, and return preparation services

Reducing Risk

Ongoing tax strategy monitoring and adjustment based on evolving legislation and client needs

Income and asset protection

Adding Value

Full integration of life, disability, and critical illness insurance and related tax and estate issues

Reducing Risk

Comprehensive asset and income protection for individual, family and business interests

View PWL's Consultative Process