What We Do

You guys are amazing. That simple.

We have received outstanding guidance and support from Justin and Shannon. We especially value the math-based rationale and emphasis on asset location and tax implications. And then there is the highly responsive and accommodating style—including custom performance reports—reasonable fees, and willingness to go above and beyond.

We decided to sign on with Justin and Shannon at PWL Capital for several reasons: the passive investment model, good interpersonal skills, transparency with regards to fees, and adherence to the fiduciary standard. I would have no hesitation to recommend this team.

We were looking for a management style that would reduce portfolio volatility and generate long-term stable growth. And we found it with Cameron’s pragmatic, no-nonsense approach to investment strategy.

PWL Capital understands the importance of getting to know their client first, in particular, their unique investment requirements. It is only after their due diligence and attention to detail that an investment approach and asset allocation will be recommended to suit your needs or those of your family or business.

I’ve worked with a number of firms and what I can say is that PWL is the most methodical and client-focused advisory firm I’ve come across. They also happen to be the least salesy – which is very refreshing. When I consult with PWL, I know that they’re really recommending what’s right for me and that there is no hidden agenda or commission that is biasing any recommendations. The team also goes out of their way to service clients. They jumped through a number of hoops just to allow me to save a few basis points – they really didn’t have to – but that’s the extent to which they care, and that really builds trust.