What We Do

Without GPS, you can’t get to your destination. With our help, we’ll get you there.

We help you plan your every aspect of your financial life. We do it together.

PWL offers a personalized approach to wealth management that lets our clients define their financial and family goals based on their lifestyles. We integrate financial planning and investment management so our independent advisors can develop targeted strategies and provide each customer with a unique experience.

Our teams specialize in serving high net worth clients, with the expertise and experience to oversee every aspect of your financial life.

Our Expertise

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Financial Planning

We start at the beginning with planning: identifying your goals and priorities to create a roadmap for achieving them.

Portfolio Management

Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.

Grandfather Embracing Grandchild and Grateful for the Gift

Family Office - Legacy Planning & Management

Our Family Office brings bespoke management to every aspect of your family’s financial life for those with extensive wealth management needs.

I completely agree with PWL’s investment philosophy as well as greatly valuing their customer service.

Doug McKenzie Managing Director
Very personalized service. Abundant trust. Never the feeling you are being led into a decision that you may ultimately regret.

J.H. Technology Investor
PWL has a time-tested, thorough, systematic approach to investment management.

B.L. Client since 2001
You guys are amazing. That simple.

Nick S. Software Developer
We started using Nancy as our sole investment advisor almost 3 years ago. In that time, we have never had a cause for regret. We are very happy with PWL’s investment strategy and we know we can largely “ignore” our investments, trusting that our portfolio is being well managed. Nancy takes the time to understand her clients and tailors communication to their needs. She is very flexible in meeting as frequently or infrequently as we prefer and we always find our meetings with her informative and worthwhile.

David Nikkel, Software Development Manager & Kathy Nikkel, Teacher
Anthony Layton has served as my financial advisor for more than 20 years. I value his judgment and have relied exclusively on his skill in managing my finances and my estate planning during a less than salubrious time for the markets. I have recommended him to colleagues, to friends and to family and do so unstintingly.

Derek Burney Norton Rose

Meet the Advisors

Our team members are ready to work with you! No client is out of bounds for us. We offer comprehensive remote investment services so that wherever you are, our PWL team can help you achieve your financial goals.