Many investors are paying high fees for “active management” mostly in commissions on trades, or have no idea how their advisor is paid. They also often don’t know a typical advisor is compensated not by clients, but through the products they sell. Asking questions about how your advisor makes money is smart because it can often conflict with your best interests.

We are not your typical advisors. At PWL, our advisors are paid a percentage-based fee by clients, rather than on sales commissions. This means our advisors will never advise you on something that doesn’t have your best interests in mind. Growing your wealth is the only metric that determines both of our success.

We have been fearlessly independent for more than 20 years and have eliminated conflicts of interest from our own business model long ago.