Working with independent advisors, such as one of our PWL teams, protects you from the conflicts of interest and commission-based selling common to many financial institutions, mutual funds and bank-related investment firms.

A testament to our capabilities and trusted advice is that most of our clients are referred to us by existing clients or their lawyer, accountant or business advisor.

PWL is among the first Investment Advisors firms globally to successfully complete CEFEX’s independent certification process.

CEFEX is an independent global assessment and certification organization that helps determine the trustworthiness of investment fiduciaries. CEFEX certification means that the organization recognizes PWL’s compliance with a defined standard of practice, and that PWL has demonstrated its adherence to the industry’s best practices and is positioned to earn the public’s trust.

The annual certification process involves a detailed assessment of operational data and procedures, as well as on-site interviews with key personnel.

PWL is registered at www.cefex.org, where its certificate can also be viewed.