PWL operates under a fee-only compensation model, meaning our clients pay us a fee for the wealth management services we provide. PWL does not sell any products and does not earn any commissions or any other form of compensation from financial product providers. We do not stand to gain financially from any investment solutions we offer. This allows us to provide conflict-free financial advice and portfolio management services, based on academic research and specific to our client’s unique needs.
We believe in low-cost, broadly diversified portfolios put together as an integral part of a comprehensive financial plan built with our clients. Our fee includes complete wealth management services, including financial planning, portfolio management, retirement planning, and estate and succession planning.