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.
In-depth consultation on current and future financial and lifestyle objectives individual, family and business interests
Detailed reporting and regular portfolio review to measure progress against documented objectives
Comprehensive planning strategies to maximize cash flow, optimize investment potential, and preserve assets
Continuous review and revision of plans to reflect changing life circumstances and financial markets
Customized discretionary portfolio management based on the principles of major institutional investors
Strategic diversification, meticulous research and oversight, and continuous portfolio rebalancing
Tax-efficient portfolio construction and access to in-depth tax planning, reporting, and return preparation services
Ongoing tax strategy monitoring and adjustment based on evolving legislation and client needs
Full integration of life, disability, and critical illness insurance and related tax and estate issues
Comprehensive asset and income protection for individual, family and business interests
View PWL's Consultative Process